DCA Family Office LLC

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Assets, Funds, Holdings

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DCA Family Office LLC
CRD #322047
SEC #801-128127
CIK #
AUM $138.5 MM (2024-03-26)
Employees 18 (28% Investors, 0% Brokers)
Phone916-960-5357
Address3721 Douglas Blvd
Roseville, CA 95661
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
14011284562802009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 1 138.5
(n) Other 0 0.0
Total 1 138.5
By Discretionary
Discretionary 0 0.0
Non-Discretionary 1 138.5
Total 1 138.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 138.5
Total 1 138.5
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Foundational Retirement Solutions LLC
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Frugal Financial Retirement Plan Services LLC
FL 0.1
Rayliant Investment Research
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Joseph Advisory Services LLC
TX 0.1
Community Development Fund Advisors LLC
FL 0.1
SRN Advisors LLC
PA 0.1
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