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| Happy Holidays!! thanks for using AUM13F!! |
| Dana Investment Advisors Inc
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| CRD # | 105879 |
| SEC # | 801-14828 |
| CIK # | 0001427514 |
| AUM | $5.8 B (2025-03-28) |
| Employees | 62 (44% Investors, 0% Brokers) |
| Phone | 262-782-3631 |
| Address | 20700 Swenson Drive, Suite 400 Waukesha, WI 53186-0904 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001427514 |
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Microsoft Corp | 0.1 | |
| Apple Inc | 0.1 | |
| Nvidia Corp | 0.1 | |
| Amazon Com Inc | 0.1 | |
| Facebook Inc | 0.1 | |
| Alphabet Inc | 0.1 | |
| Broadcom Inc | 0.0 | |
| VISA Inc | 0.0 | |
| J P Morgan Chase & Co | 0.0 | |
| Uber Technologies Inc | 0.0 | |
| ServiceNow Inc | 0.0 | |
| Boston Scientific Corp | 0.0 | |
| GS Acquisition Holdings Corp | 0.0 | |
| Lam Research Corp | 0.0 | |
| Kroger Co | 0.0 | |
| American Express Co | 0.0 | |
| Lilly Eli & Co | 0.0 | |
| Wells Fargo & Co/MN | 0.0 | |
| AbbVie Inc | 0.0 | |
| Accenture PLC | 0.0 | |
| Adobe Systems Inc | 0.0 | |
| Bank of New York Mellon Corp | 0.0 | |
| Fiserv Inc | 0.0 | |
| Diamondback Energy Inc | 0.0 | |
| Synopsys Inc | 0.0 | |
| Reinsurance Group of America Inc | 0.0 | |
| Interactive Brokers Group Inc | 0.0 | |
| Quintiles Transnational Holdings Inc | 0.0 | |
| Workday Inc | 0.0 | |
| Metropcs Communications Inc | 0.0 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 630 | 0.3 |
| (b) Individuals (high net worth individuals) | 764 | 1.8 |
| (c) Banking or thrift institutions | 1 | 0.0 |
| (d) Investment companies | 3 | 0.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 46 | 0.7 |
| (h) Charitable organizations | 70 | 0.4 |
| (i) State or municipal government entities | 63 | 1.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 13 | 0.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 120 | 0.9 |
| (n) Other | 560 | 0.3 |
| Total | 3,699 | 5.8 |
| By Discretionary | ||
| Discretionary | 3,636 | 5.2 |
| Non-Discretionary | 63 | 0.6 |
| Total | 3,699 | 5.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 5.5 | |
| Total | 3,699 | 5.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001427514] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
International City Management Association Retirement Corporation
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|
DC | 6.0 |
|
Badgley Phelps Wealth Managers LLC
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|
WA | 5.9 |
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East End Advisors LLC
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NY | 5.9 |
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Douglass Winthrop Advisors LLC
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NY | 5.8 |
|
Symmetry Partners LLC
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|
CT | 5.7 |
|
T Rowe Price Canada Inc
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|
MD | 5.7 |
|
Bordeaux Wealth Advisors LLC
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|
CA | 5.6 |
|
Mariner Platform Solutions LLC
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|
KS | 5.6 |
|
Grimes & Company Wealth Management LLC
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|
MA | 5.6 |
|
Kovack Advisors Inc
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|
FL | 5.5 |