Overview
Assets Under Management: $211 million
Headquarters: KALAMAZOO, MI
High-Net-Worth Clients: 59
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.03
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 802
Non-Discretionary Accounts: 802
Regulatory Filings
CRD Number: 323054
Last Filing Date: 2025-02-27 00:00:00
Website: https://dausfinancial.com