Company Information

Get to know DMR & Co

Founded in 1989, DMR & Co. is an SEC Registered Investment Adviser that offers comprehensive wealth management services to high-net-worth individuals, families, and institutions. The firm operates as a fiduciary, focusing on creating customized investment strategies and financial plans that encompass portfolio management, retirement planning, and estate planning. Their mission is to provide objective, client-centered advice to help clients achieve their long-term financial goals.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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DMR & Co

India

Founded in

2011 (15 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(326 reviews)

United States

2008

(18 years)

Security Information :

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Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.