DAKOTA WM, LLC
DAKOTA WM, LLC is an SEC-registered investment adviser (CRD 153275). Regulatory assets under management: $57.1M.
Registration
- CRD: 153275
- SEC file number: 801-71194
- Type: Registered investment adviser
- Phone: (424) 744-8656
- Latest filing: 2012-05-24
- Regulatory AUM: $57.1M
- Discretionary AUM: $54.4M
- Non-discretionary AUM: $2.8M
- Clients: 1
- Accounts: 85
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| ISAACS LARRY PHILIP | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
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