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DEMARCHE

DISCRETIONARY MANAGEMENT SERVICES, LLC

CRD 145851 · SEC 801-68693

Visit website

10975 GRANDVIEW DRIVE, SUITE 500, OVERLAND PARK, KS, 66210-1564, United States

Phone

913-981-1345

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$228.4M

Discretionary AUM

$228.4M

Team

22 total employees; 16 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-02

Disciplinary history

No

Services

Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Pooled investment vehicles1$7.8M
Pension/profit sharing plans1$6.5M
Charitable organizations4$95.5M
Corporations/business entities10$118.6M

States served

KS

All web addresses on file

Official SEC filing: View on IAPD