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).

By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Dakota Investments, LLC
Showing 1 - 2 of 2 top financial advisors.
1
William G. Costin
CRD#: 4495453
925 W. Lancaster Avenue, Suite 220, Bryn Mawr, PA 19010

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 T. Didomenico
CRD#: 5051063
925 W. Lancaster Avenue, Suite 220, Bryn Mawr, PA 19010

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.

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