Overview
Assets Under Management: $211 million
Headquarters: KALAMAZOO, MI
High-Net-Worth Clients: 59
Average Client Assets: $2 million
Frequently Asked Questions
DAUS FINANCIAL SERVICES, 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 #323054), DAUS FINANCIAL SERVICES, LLC is subject to fiduciary duty under federal law.
DAUS FINANCIAL SERVICES, LLC is headquartered in KALAMAZOO, MI.
DAUS FINANCIAL SERVICES, LLC serves 59 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, DAUS FINANCIAL SERVICES, LLC offers financial planning and portfolio management for individuals. View all service details ↓
DAUS FINANCIAL SERVICES, LLC manages $211 million in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, DAUS FINANCIAL SERVICES, LLC serves high-net-worth individuals. View client details ↓
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