Updated:
Derks Financial
Derks Financial, LLC is an SEC-registered investment adviser in Lees Summit, MO. The firm manages approximately $80 million in regulatory assets.
Derks Financial
Derks Financial, LLC is an SEC-registered investment adviser in Lees Summit, MO. The firm manages approximately $80 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
What services does Derks Financial provide?
As a registered investment advisor, Derks Financial likely offers wealth management, financial planning, and investment advisory services. The firm has not publicly detailed its specific service offerings or client minimums.
Is Derks Financial a single-family or multi-family office?
Public records indicate Derks Financial operates as a multi-family office, suggesting it serves multiple families rather than a single wealth origin. The firm's RIA registration supports this structure.
Does Derks Financial disclose its AUM or investment performance?
No. Derks Financial has not publicly disclosed its assets under management, investment returns, or any portfolio holdings. This absence is consistent with many smaller RIAs and family offices.
Who founded or leads Derks Financial?
No named founding principal or current leadership is publicly identified for Derks Financial. The firm's ownership and management structure remain undisclosed.
How does Derks Financial differ from a typical family office?
Derks Financial's status as a registered investment advisor subjects it to SEC or state regulatory oversight and fiduciary standards, unlike unregistered single-family offices. However, without further disclosure, its operational differentiation is unclear.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: