Dakota Investments, LLC
Dakota Investments, LLC (CRD# 290284) is a financial advisory firm headquartered in Bryn Mawr, PA. They manage $50,596,809 in 1 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management51MILLION
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$50,596,809
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Dakota Investments, LLC
1
William Costin (CRD# 4495453) is an Investment Advisor Representative working at Dakota Investments, LLC in Bryn Mawr, PA and has over 11 years of experience in the finance industry.
2
Daniel Didomenico (CRD# 5051063) is an Investment Advisor Representative working at Dakota Investments, LLC in Bryn Mawr, PA and has over 18 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.