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).
Total Assets Under Management70MILLION
Total Number of Accounts260ACCOUNTS
Average Account Value$269,231
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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.