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Home > Retirement Planners > michigan > kalamazoo > DAUS FINANCIAL GROUP, LLC
DAUS FINANCIAL GROUP, LLC
487 South Drake Road
Suite A
Kalamazoo, Michigan 49009
Tel: (269) 321-7472
About DAUS FINANCIAL GROUP, LLC
DAUS FINANCIAL GROUP, LLC, formally registered with the SEC as DAUS FINANCIAL GROUP, LLC. The firm was established in 03/27/2023. They have over 1 offices throughout the country.
DAUS FINANCIAL GROUP, LLC is a Kalamazoo, Michigan based Financial Planning firm with nearly $211,000,000 assets under management, offering retirement planning & investment advisory services to 802 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 323054 |
| SEC# | 801-127526 |
| Assets Managed by Firm | $211,000,000 |
| No. of Clients | 802 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 802 | $211,000,000 |
| Individuals (other than high net worth individuals) | 229 | $78,000,000 |
| High net worth individuals | 59 | $133,000,000 |
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