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| Dahring Cusmano LLC
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| |
|---|---|
| CRD # | 301236 |
| SEC # | 801-117222 |
| CIK # | |
| AUM | $535.1 MM (2024-05-02) |
| Employees | 11 (27% Investors, 36% Brokers) |
| Phone | 248-348-0100 |
| Address | 26200 Town Center Dr Novi, MI 48375 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 458 | 137.1 |
| (b) Individuals (high net worth individuals) | 74 | 149.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 248.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,301 | 535.1 |
| By Discretionary | ||
| Discretionary | 1,292 | 453.6 |
| Non-Discretionary | 9 | 81.6 |
| Total | 1,301 | 535.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.2 | |
| United States Persons | 531.9 | |
| Total | 1,301 | 535.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Retirement Group LLC
✚
|
CA | 0.5 |
|
Financial Management Strategies Inc
✚
|
OH | 0.5 |
|
Dara Capital US Inc
✚
|
FL | 0.5 |
|
Dale K Ehrhart Inc
✚
|
FL | 0.5 |
|
First Kentucky Securities Corporation
✚
|
KY | 0.5 |
|
Horan Capital Advisors LLC
✚
|
OH | 0.5 |
|
CL Wealth Management LLC
✚
|
IL | 0.5 |
|
Copperwynd Financial LLC
✚
|
AZ | 0.5 |
|
New England Capital Financial Advisors LLC
✚
|
CT | 0.5 |
|
WBI Investments LLC
✚
|
NJ | 0.5 |