Peter Dag & Associates, Inc.

Overview

Peter Dag & Associates, Inc. is a very small, privately held advisory corporation focused on serving individual and family clients. The firm's advisory activities include portfolio management for individuals and small businesses, producing periodicals or newsletters, and running educational seminars or workshops. Investment activity is concentrated and equity-oriented: the firm's filings show a clear preference for equities, with a large portion held outside of major exchanges. The practice charges fees based on a percentage of assets under management and through subscription arrangements, which fits a boutique advisory model that blends ongoing portfolio oversight with published commentary and client education. The firm is not positioned as an ESG-driven manager, and it is not structured as a multi-state adviser or pension consultant. It does not present itself as a capital allocator or as part of a larger related-adviser network; instead, it operates as a small, standalone adviser where discretionary management is the core service.

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