Dakota Financial Management

Dakota Financial Management (CRD# 153275) is a financial advisory firm headquartered in Los Angeles, CA. They manage $70,000,000 in 260 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    260
    ACCOUNTS
  • Average Account Value
    $269,231
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Dakota Financial Management
Showing 1 - 1 of 1 top financial advisors.
1
Larry P. Isaacs
CRD#: 1230231
2121 Avenue Of The Stars, Suite 2350, Los Angeles, CA 90067
93
Wealthminder
score

Larry Isaacs (CRD# 1230231) is an Investment Advisor Representative working at Dakota Financial Management in Los Angeles, CA and has over 34 years of experience in the finance industry.

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