Dahring | Cusmano And Associates

RIASEC RegisteredEst. 2019

Total AUM

$781M

Discretionary

$733M

94% of AUM

Avg account

$381K

Accounts

2,051

Employees

Advisory reps

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

FINTRX

Overview

Dahring | Cusmano And Associates is an independent RIA organized as an LLC and registered with the SEC since 2019. The firm serves both individual and family clients as well as institutional relationships, and it acts as a capital allocator—deploying client capital into third‑party managers and pooled funds in addition to directly managed portfolios. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees, and the firm lists financial planning, portfolio management for individuals/small businesses and for businesses or institutions, selection of other advisers, pension consulting services, and educational seminars among its advisory activities. The firm does not identify as an active ESG investor and is not described as a multi-state adviser.