Overview
Assets Under Management: $115 million
High-Net-Worth Clients: 31
Average Client Assets: $3.3 million
Frequently Asked Questions
DANN ASSET ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #156937), DANN ASSET ADVISORS, LLC is subject to fiduciary duty under federal law.
DANN ASSET ADVISORS, LLC serves 31 high-net-worth clients according to their SEC filing dated September 08, 2023. View client details ↓
According to their SEC Form ADV, DANN ASSET ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
DANN ASSET ADVISORS, LLC manages $115 million in client assets according to their SEC filing dated September 08, 2023.
According to their SEC Form ADV, DANN ASSET ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.18%
Average Client Assets: $3.3 million
Total Client Accounts: 94
Discretionary Accounts: 91
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 156937
Filing ID: 1785876
Last Filing Date: 2023-09-08 09:17:00