Dakota Wealth, LLC
Dakota Wealth, LLC (CRD# 297987) is a financial advisory firm headquartered in Palm Beach Gardens, FL. They manage $5,334,134,989 in 9,720 accounts and serve the financial needs of clients across 34 states (or territories).
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Total Assets Under Management5,334MILLION
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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
Nicole' Keane (CRD# 4607011) 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.
John King (CRD# 4679083) is an Investment Advisor Representative working at Dakota Wealth, LLC in Palm Beach Gardens, FL and has over 20 years of experience in the finance industry.
George Locarno (CRD# 1796279) is an Investment Advisor Representative working at Dakota Wealth, LLC in Boston, MA and has over 27 years of experience in the finance industry.
David McDonald (CRD# 4370998) is an Investment Advisor Representative working at Dakota Wealth, LLC in Palm Beach Gardens, FL and has over 2 years of experience in the finance industry.
Kylie Stevens (CRD# 7110739) is an Investment Advisor Representative working at Dakota Wealth, LLC in Palm Beach Gardens, FL and has over 3 years of experience in the finance industry.
David Strachan (CRD# 7509988) 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.
Madison Strahan (CRD# 6771505) is an Investment Advisor Representative working at Dakota Wealth, LLC in Akron, OH and has 1 year of experience in the finance industry.
Rhys Williams (CRD# 7167097) is an Investment Advisor Representative working at Dakota Wealth, LLC in Palm Beach Gardens, FL and has over 4 years of experience in the finance industry.