D
CRD: 172883
DV Kill Advisory Services, LLC
Marquette, MI, 49855
9062509363
$5.1M Total AUM
$5.1M Disc. AUM
-- 3Y CAGR
1 Employees
64 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-12-2015
- Office Locations
- 1
Office Locations
936 Sherman Street Marquette MI
About DV Kill Advisory Services, LLC
DV Kill Advisory Services, LLC is a Marquette-based RIA. The firm has been operating for 11 years. Managing $5.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
61 AVG AGE
$5.1M AVG AUM / ADVISOR
$79.7K AVG AUM / CLIENT
11.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Insight atlas Crest Quantum vertex
Investment Themes
Prime Beacon
Investment Vehicles
Eagle
Services
Fusion fusion Crest pioneer Legacy Radial matrix Legacy pioneer Horizon
Owner & Executives
D
DANIEL VANWAGONER KILL
President
- CRD
- #2914976
- Ownership
- 75% or more
(861) 654-1597
vector.focus@peakcapital.com
in linkedin.com/in/signal-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,100,000
Public Funds:
19.8% Equity - Exchange:
5.9% Cash:
11.6% Corporate - Investment Grade:
9.9% Equity - OTC:
20.1% Municipal Bonds:
32.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,451,217,911 | 19.8% |
| Equity - Exchange | $432,433,620 | 5.9% |
| Cash | $850,208,473 | 11.6% |
| Corporate - Investment Grade | $725,608,955 | 9.9% |
| Equity - OTC | $1,473,206,061 | 20.1% |
| Municipal Bonds | $2,396,708,368 | 32.7% |
| Total | $7,329,383,388 | 100.0% |