Peter Dag & Associates, Inc.
Peter Dag & Associates, Inc. (CRD# 119762) is a financial advisory firm headquartered in , . They manage $6,000,000 in 8 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Peter Dag & Associates, Inc.
By the Numbers
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Total Assets Under Management6MILLION
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Total Number of Accounts8ACCOUNTS
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Average Account Value$750,000
Compensation Options
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Peter Dag & Associates, Inc.
1
George Dagnino (CRD# 4538069) is an Investment Advisor Representative working at Peter Dag & Associates, Inc. in Akron, OH and has 1 year of experience in the finance industry.
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