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).
Current Firm Details
Dakota Financial Management
By the Numbers
-
Total Assets Under Management70MILLION
-
Total Number of Accounts260ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Dakota Financial Management
No Advisor Found.
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