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 registered investment adviser organized as an LLC and SEC-registered since 2019. The firm identifies as a capital allocator and serves both individuals/families and institutional clients. Its pricing includes asset-based fees as well as hourly and fixed-fee arrangements. Core advisory services listed on its filings include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and client education through seminars and workshops. The firm does not identify as an active ESG investor.
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
3 of 3KIRK DAHRING
CEOCRD 2461140
ANN SHADLE
Chief Operating OfficerCRD 4067511
CHRISTY FABIAN
Chief Compliance OfficerCRD 5872007
Contacts
3 of 7Adam Bressler
Client Service AssociateCRD 7377012
ANGELA CUSMANO
Managing PartnerCRD 3222241
Samuel Fleischer
Client Service AssociateCRD 7864900
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$170M in ETFs
34%
$57.7M
59%
$112M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND (PYLD) | PIMCO | Active | Multisector Bond | $18.8M | 718,752 | 11.10% |
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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