Dwm Financial Group, Inc.
● SEC registered since 2017CRD 111594SEC# 801-110527Palatine, IL
Reg. AUM
$279.2M
Employees
6
Accounts
790
Location
Palatine, IL
Dwm Financial Group, Inc. assets under management
Dwm Financial Group, Inc. operates as an SEC-registered investment adviser based in Palatine, IL. The firm has been registered since 2017. It reports $279.2 million in regulatory assets under management and employs 6 people.
Dwm Financial Group, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Marriott Detterbeck Control | President, Coo, Chief Compliance Officer, Portfolio Manager | 25-50% | 2004 |
| Lester George Detterbeck Control | Chairman Of The Board, Secretary, Treasurer, Advisory Rep. | 50-75% | 2004 |
| Parker Alexander Ring | Iar - Wealth Management Advisor | 5-10% | 2025 |
Frequently asked questions
How much does Dwm Financial Group, Inc. manage?
Dwm Financial Group, Inc. reports $279.2 million in regulatory assets under management on its Form ADV.
How many employees does Dwm Financial Group, Inc. have?
Dwm Financial Group, Inc. reports 6 employees.
Where is Dwm Financial Group, Inc. located?
Dwm Financial Group, Inc. is based in Palatine, IL and has been SEC-registered since 2017.
Does Dwm Financial Group, Inc. disclose fund performance?
Dwm Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 110 N. Brockway, Suite 330, Palatine, IL 60067 |
| Phone | 847-934-6262 |
| Fax | 847-934-5495 |
| Office hours | 8:30a.m.-5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$279.2M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$279.2Mregulatory AUM
Discretionary $260.5MNon-discretionary $18.7M