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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