|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| DAUS Financial Services LLC
✚
|
|
|---|---|
| CRD # | 323054 |
| SEC # | 801-127526 |
| CIK # | |
| AUM | $211.0 M (2025-02-27) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 269-321-7472 |
| Address | 487 South Drake Road Kalamazoo, MI 49009 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 229 | 78.0 |
| (b) Individuals (high net worth individuals) | 59 | 133.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 802 | 211.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 802 | 211.0 |
| Total | 802 | 211.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 211.0 | |
| Total | 802 | 211.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Formulate Financial LLC
✚
|
0.2 | |
|
Carbahal Olsen Financial Services Group LLC
✚
|
CA | 0.2 |
|
Conway Capital Management Inc
✚
|
CA | 0.2 |
|
Pinnacle Wealth Management Group Inc
✚
|
MI | 0.2 |
|
Leicht Financial Planning and Wealth Management Inc
✚
|
NJ | 0.2 |
|
Martin D Parlato & Associates Inc
✚
|
FL | 0.2 |
|
Thinagee Investments Inc
✚
|
MD | 0.2 |
|
Thrive Retirement Specialists LLC
✚
|
0.2 | |
|
Mount Tamalpais Asset Management LLC
✚
|
CA | 0.2 |
|
Stegent Equity Advisors Inc
✚
|
TX | 0.2 |