William Mikus (CRD# 4515022) is an Investment Advisor Representative working at Dakota Wealth, LLC in Palm Beach Gardens, FL and has 1 year of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dakota Wealth, LLC | Palm Beach, FL | Feb 2019 - Current | 5 |
| Dakota Wealth, Llc (formerly Oakmont Partners, Llc) | Palm Beach Gardens, FL | Jun 2018 - Feb 2019 | < 1 |
| Boston Private Wealth LLC | Palm Beach, FL | Jan 2016 - May 2018 | 2 |
| Mikus Capital Management, Inc. | Palm Beach, FL | Feb 1995 - Apr 2016 | 21 |
- FL
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Total Assets Under Management5,334MILLIONS
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Total Number of Accounts9,720ACCOUNTS
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Average Account Value$548,779
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, MI, MN, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI
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