This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- American Funds · Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-08-2019
- Office Locations
- 1
Office Locations
About DMC Wealth Management, LLC
DMC Wealth Management, LLC is a Birmingham, AL RIA providing investment management and comprehensive financial planning for families and professionals including business owners, executives, physicians, attorneys and retirees. Portfolios are globally diversified using active/passive strategies across ETFs, mutual funds, index funds, stocks and bonds. Collaborative, goals-based fiduciary approach with ongoing monitoring and coordination with tax and estate advisors as needed; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
DAVID MICHAEL CLARK
CFP , Chief Compliance Officer, Managing Member
- CRD
- #2808694
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,348,832 | -- |
| Non-Discretionary | $6,528,590 | -- |
| Total | $65,877,422 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $65,236,490
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,128,972,523 | 35.7% |
| Equity - Exchange | $494,971,203 | 8.3% |
| U.S. Government/Agency | $703,693,999 | 11.8% |
| Cash | $441,299,627 | 7.4% |
| Private Funds | $2,194,571,116 | 36.8% |
| Total | $5,963,508,468 | 100.0% |