DANA INVESTMENT ADVISORS INC
Firm details
- Headquarters
- WAUKESHA, Wisconsin
- CRD number
- 105879
- Registered since
- September 21, 1979
- Website
- www.danainvestment.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI31.81%
- State / Municipal Government16.98%
- Corporations / Businesses13.55%
- Pension & Profit Sharing Plans11.8%
- Charitable Organizations6.83%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Dana Investment Advisors Inc. is a privately held advisory firm organized as a corporation and registered with the SEC since 1979. The firm serves high-net-worth individuals and families as well as institutional clients, providing portfolio management across individuals/small businesses, investment companies, and business or institutional accounts. Its fee arrangements include percentage-of-AUM fees, fixed fees, and performance-based fees. Dana describes itself as an active ESG investor and integrates environmental, social, or governance considerations into its investment process. The firm has been recognized by CNBC as one of the publication’s Top 100 Financial Advisory Firms in 2019, 2020, 2021, 2022, and 2025.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities53%
- US Government Bonds23%
- Investment Grade Corp Bonds8%
- Public Funds/Mutual Funds8%
- State & Local Bonds5%
Owners & executives
3 of 3JEROME VERANTH
Chief Investment Officer And Portfolio ManagerCRD 4343874
MICHAEL STEWART
Chief Compliance OfficerCRD 2631299
MARK MIRSBERGER
CEOCRD 3155055
Contacts
3 of 25MATTHEW SLOWINSKI
Senior Vice PresidentCRD 4772534
LORI SALYERS
AVPCRD 5682821
DAVID STAMM
Portfolio Manager, Senior Vice PresidentCRD 5699945
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 106Active vs passive
$216M in ETFs
50%
$109M
4%
$107M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DANA UNCONSTRAINED EQUITY ETF (DUNK) | $69M | 3,408,629 | 31.91% |
Location
WAUKESHA, WI
WAUKESHA
Location
WAUKESHA, WI
Headquartered in WAUKESHA, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- WAUKESHA
- Address
- 20700 Swenson Dr
- Time zone
- CT (UTC-6)
- Office locations
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