Dsa Asset Management, LLC
Dsa Asset Management, LLC (CRD# 284185) is a financial advisory firm headquartered in Chandler, AZ. They manage $7,000,000 in 32 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management7MILLION
-
Total Number of Accounts32ACCOUNTS
-
Average Account Value$218,750
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ
Financial Advisors at Dsa Asset Management, LLC
1
Paul Drake-Stockard (CRD# 6416919) is an Investment Advisor Representative working at Dsa Asset Management, LLC in Chandler, AZ and has over 9 years of experience in the finance industry.
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