Overview
Assets Under Management: $5.0 billion
Headquarters: GREAT FALLS, MT
High-Net-Worth Clients: 13
Average Client Assets: $99 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 13
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 25.63
Average High-Net-Worth Client Assets: $99 million
Total Client Accounts: 4,368
Discretionary Accounts: 4,238
Non-Discretionary Accounts: 130
Regulatory Filings
CRD Number: 110552
Filing ID: 2007905
Last Filing Date: 2025-08-29 13:22:00
Website: https://dadco.com