Dms Advisors, Inc.
Dms Advisors, Inc. (CRD# 159062) is a financial advisory firm headquartered in Leesport, PA. They manage $11,000,000 in 54 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management11MILLION
Total Number of Accounts54ACCOUNTS
Average Account Value$203,704
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
Peter Kohli (CRD# 1064334) is an Investment Advisor Representative working at Dms Advisors, Inc. in Leesport, PA and has over 13 years of experience in the finance industry.