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| Happy Holidays!! thanks for using AUM13F!! |
| Dahring Cusmano LLC
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|---|---|
| CRD # | 301236 |
| SEC # | 801-117222 |
| CIK # | 0002053669 |
| AUM | $707.1 M (2025-04-14) |
| Employees | 13 (31% Investors, 31% Brokers) |
| Phone | 248-348-0100 |
| Address | 26200 Town Center Dr Novi, MI 48375 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 3.5 | ||
| Microsoft Corp | 1.2 | ||
| Amgen Inc | 0.9 | ||
| Johnson & Johnson | 0.7 | ||
| International Business Machines Corp | 0.5 | ||
| Apple Inc | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 595 | 162.8 |
| (b) Individuals (high net worth individuals) | 123 | 229.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 314.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,737 | 707.1 |
| By Discretionary | ||
| Discretionary | 1,722 | 597.3 |
| Non-Discretionary | 15 | 109.8 |
| Total | 1,737 | 707.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 705.6 | |
| Total | 1,737 | 707.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002053669] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Net Worth Advisory Group LLC
✚
|
UT | 0.7 |
|
Montz Harcus Wealth Management LLC
✚
|
LA | 0.7 |
|
Hartford Financial Management Inc
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|
CT | 0.7 |
|
Carolina Wealth Management Inc
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|
NC | 0.7 |
|
Nelson Capital Management LLC
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|
CA | 0.7 |
|
FSA Investment Group LLC
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|
FL | 0.7 |
|
Kelman Lazarov Inc
✚
|
TN | 0.7 |
|
Baron Wealth Management LLC
✚
|
MI | 0.7 |
|
Horan Securities Inc
✚
|
OH | 0.7 |
|
PSI Advisors LLC
✚
|
FL | 0.7 |