Dahring | Cusmano and Associates
Firm details
- Headquarters
- Novi, Michigan
- CRD number
- 301236
- Registered since
- August 26, 2019
- Website
- www.dca401k.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Corporations / Businesses38.37%
- HNWI38.15%
- Individuals23.48%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Dahring | Cusmano and Associates is an independent, owner-operated RIA that registered with the SEC in 2019 and acts as a capital allocator for both individual/family and institutional clients. The firm charges a mix of fee types (percentage of AUM, hourly and fixed fees) and provides a range of advisory services, including financial planning, portfolio management for individuals and businesses, selection of other advisers, pension consulting support, and educational seminars. It does not present itself as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Cash & Cash Equivalents4%
- Exchange Traded Equities3%
Owners & executives
2 of 2
Ann Shadle
Chief Operating OfficerCRD 4067511
Kirk Dahring
CEOCRD 2461140
Contacts
3 of 8
Tyler Curley
Associate AdvisorCRD 6859177
Wendy Simmons
Client Service AssociateCRD 5041493
Andrew Jabro
Investment Advisor RepresentativeCRD 6396459
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$198M in ETFs
33%
$65.8M
60%
$132M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND (PYLD) | PIMCO | Active | Multisector Bond | $20M | 755,064 | 10.10% |
Location
Novi, MI
Oakland
Location
Novi, MI
Headquartered in Novi, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 26200 Town Center Dr
- Time zone
- ET (UTC-5)
- Office locations
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