DSA Asset Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 284185
- Website
- dsainvestments.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, TD AMERITRADE, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.71%
- Individuals14.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Dsa Asset Management, LLC is an independent registered investment advisor that focuses on providing financial planning and portfolio management services to individuals and families. The firm operates as a limited liability company and is owned by an individual. With a client base primarily consisting of individuals and small businesses, Dsa Asset Management employs a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. The firm does not actively engage in ESG investing and is not classified as a multi-state advisor or pension consultant.
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 Equities60%
- Investment Grade Corp Bonds30%
- Cash & Cash Equivalents10%
Contacts
1 of 1Paul Drake-stockard
OwnerCRD 6416919
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations