Discretionary Management Services Inactive

Company Profile

Discretionary Management Services is a fund manager in Merriam with $1.35 bn assets under management.

Website

Incorporated

Location

Fiscal year end

SEC CIK

IRS number

261507071

SEC advisor number

801-68693

FINRA CRD number

145851

AUM ?

$1.35 bn (as of 8 Mar 22)

Accounts

26 (as of 8 Mar 22)

Employees

27 (20 investment advisory or research)

Address

Discretionary Management Services
6700 ANTIOCH ROAD
STE. 420
MERRIAM
KS 66204

Office hours

Monday - Friday, 8:30 - 5:00 CENTRAL TIME

Phone

913-981-1345

Brochures

Owner	Title	From	%Ownership
Woolwine, Thomas, Conrad	Member/owner and President	02/2010	50-75%
Marchesi, Timothy, John	Portfolio Manager & CIO	10/2007	< 5%
Strumpf, Adam, J	Chief Compliance Officer	05/2011	< 5%
Demarche Associates Inc	Member/owner	01/2007	< 5%
the Robert F. Marchesi Family Trust	Member/owner	02/2015	25-50%
Rudicile, Christine, Marchesi	Trustee	02/2015
Marchesi, Timothy, John	Trustee	02/2015
Marchesi, Julie, Anne	Trustee	02/2015
Cornwell, Fred, V	Chief Administrative Officer	05/2015	< 5%