Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > pennsylvania > bryn mawr > DAKOTA INVESTMENTS, LLC
DAKOTA INVESTMENTS, LLC
925 W. Lancaster Avenue
Suite 220
Bryn Mawr, Pennsylvania 19010
Tel: (610) 937-5211
About DAKOTA INVESTMENTS, LLC
DAKOTA INVESTMENTS, LLC, formally registered with the SEC as DAKOTA INVESTMENTS, LLC. The firm was established in 12/06/2017. They have over 1 offices throughout the country.
DAKOTA INVESTMENTS, LLC is a Bryn Mawr, Pennsylvania based Financial Planning firm with nearly $50,596,809 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 290284 |
| SEC# | 801-112120 |
| Assets Managed by Firm | $50,596,809 |
| No. of Clients | 1 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for investment companies
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $50,596,809 |
More Retirement Planning firms in Bryn Mawr, Pennsylvania:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
| $333,066,527,268 | 804462 | 2107 | |
| $194,796,322,013 | 93301 | 411 |
Explore More Retirement Advisors in Bryn Mawr, Pennsylvania