David Michael Dirk
Professional Summary
David Michael Dirk, who also goes by David Michael Dirk Mr., is a registered financial advisor currently at BOYD WATTERSON ASSET MANAGEMENT, LLC located in Cleveland, Ohio. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. David has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
David Michael Dirk Mr.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
BOYD WATTERSON ASSET MANAGEMENT LLC | THE NEW ENGLAND GROUP OF BOYD WATTERSON ASSET MANAGEMENT, LLC | MERCANTILE INSTITUTIONAL SERVICES | BOYD WATTERSON REAL ESTATE ADVISORS | BOYD WATTERSON ASSET MANAGEMENT, LLC
Contact Information
Main Address
1301 East 9th Street Suite 2900, Cleveland, OH 44114-3179Phone Number
(216) 771-3450# of Employees
140SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,102AUM (Assets Under Management)
$18,809,101,724Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
BOYD WATTERSON ASSET MANAGEMENT LLC | THE NEW ENGLAND GROUP OF BOYD WATTERSON ASSET MANAGEMENT, LLC | MERCANTILE INSTITUTIONAL SERVICES | BOYD WATTERSON REAL ESTATE ADVISORS | BOYD WATTERSON ASSET MANAGEMENT, LLC
State Registrations and Notice Filings
(7/7/2000)
(12/7/2007)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view David Michael Dirk's CRS (Customer Relationship Summary).
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