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DERKS FINANCIAL, LLC
CRD 315032
4959 NE GOODVIEW CIR, SUITE A, LEES SUMMIT, MO, 64064, United States
Phone
816-795-6614
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$80.0M
Discretionary AUM
$80.0M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-21
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 235 | $62.0M |
| High net worth individuals | 40 | $15.0M |
| Corporations/business entities | 10 | $3.0M |
Official SEC filing: View on IAPD