Dam2019 LLC

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Assets, Funds, Holdings

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Dam2019 LLC
CRD #124463
SEC #801-119411
CIK #
AUM $290.1 MM (2024-02-15)
Employees 6 (67% Investors, 0% Brokers)
Phone770-631-4007
Address525 Clubhouse Drive
Peachtree City, GA 30269
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
3002401801206002002200920172025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 310 63.6
(b) Individuals (high net worth individuals) 67 213.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 11 13.2
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,003 290.1
By Discretionary
Discretionary 1,000 289.0
Non-Discretionary 3 1.1
Total 1,003 290.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 290.1
Total 1,003 290.1
Comparable Firms State AUM ($BB)
Global Wealth Strategies and Associates LLC
CO 0.3
Flywheel Private Wealth LLC
CA 0.3
Pollock Investment Advisors LLC
MI 0.3
Gunpowder Capital Management LLC
MD 0.3
MN Wealth Advisors LLC
KS 0.3
Fiduciary Planning LLC
FL 0.3
Marin Bay Wealth Advisors LLC
CA 0.3
Evans Investment Advisors LLC
LA 0.3
Asset Planning Services Inc
LA 0.3
Invenio Wealth Partners LLC
FL 0.3
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