Dauntless Advisory, LLC
Firm details
- Headquarters
- ,
- CRD number
- 334412
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.12%
- Individuals5.88%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Dauntless Advisory, LLC is an independent registered investment adviser operating as an LLC that focuses on portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and serves an individual and family client base rather than institutional pension or multi-state plans. Its profile indicates it is not positioned as a capital allocator, is not an active ESG investor, and does not function as a pension consultant or related adviser to another advisory firm.
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
- Public Funds/Mutual Funds66%
- Exchange Traded Equities34%
Owners & executives
2 of 2
William Schwarz
Partner, Chief Development OfficerCRD 5333279
Jonathan McMahon
Chief Compliance OfficerCRD 8152862
Contacts
3 of 3Thomas McMahon
CRD 7829939
Roy Emanuel
Investment Adviser RepresentativeCRD 8040915
Kenneth Hockycko
Managing PartnerCRD 8037514
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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