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DAKOTA FINANCIAL MANAGEMENT
(424) 744-8656
SEC #801-71194Total AUM
$57.1M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
7AM TO 4PM
Monday - Friday
Monday - Friday
Phone
(424) 744-8656
Financials
Total AUM
$57.1M
Accounts
85Discretionary
$54.4M
Accounts
84Non-Discretionary
$2.8M
Accounts
1
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FINANCIAL AND INVESTMENT CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.