DAKORE WEALTH MANAGEMENT, LLC
DAKORE WEALTH MANAGEMENT, LLC of PALM BEACH GARDENS, FL is an SEC-registered investment adviser (CRD 310618). Regulatory assets under management: $76.6M.
Registration
- CRD: 310618
- SEC file number: 801-122730
- Type: Registered investment adviser
- Location: 11376 N. JOG RD., SUITE 101, PALM BEACH GARDENS, FL, 33418
- Phone: (561) 774-8101
- Latest filing: 2024-03-19
- Regulatory AUM: $76.6M
- Discretionary AUM: $76.6M
- Clients: 2
- Accounts: 110
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Berg Kayla Marie | CHIEF COMPLIANCE OFFICER | — |
| MULLEN CHARLES F | CHIEF EXECUTIVE OFFICER | — |
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