DIANE MACPHEE,CFP
Legal name: DMAC FINANCIAL SERVICES
CRD #110210 SEC #801-57875 GLEN ROCK, NJ 201-689-9999
SEC Registered
Total AUM
$42.2M
Discretionary
$42.2M
Employees
5
Clients
10
Accounts
264
Firm Details
- Organization Type
- Sole Proprietorship
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 12, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MACPHEE, DIANE, MARY | I | OWNER/PRESIDENT | E | Control |
| MACPHEE, DIANE, MARY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MACPHEE, DIANE, MARY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MACPHEE, DIANE, MARY | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MACPHEE, DIANE, MARY | I | OWNER/PRESIDENT | E | Control |
| MACPHEE, DIANE, MARY | I | OWNER/PRESIDENT | E | Control |
| MACPHEE, DIANE, MARY | I | OWNER/PRESIDENT | E | Control |
Registrations
Federal
IA
Sep 12, 2005 REGISTERED
Notice Filings (1)
NJ
Address
201 ROCK ROAD, SUITE 217GLEN ROCK, NJ 7452
USA
Phone: 201-689-9999