DANN ASSET ADVISORS, LLC
DANN ASSET ADVISORS, LLC is an SEC-registered investment adviser (CRD 156937). Regulatory assets under management: $114.8M.
Registration
- CRD: 156937
- SEC file number: 801-77932
- Type: Registered investment adviser
- Phone: 917-575-5307
- Latest filing: 2023-09-08
- Regulatory AUM: $114.8M
- Discretionary AUM: $112.8M
- Non-discretionary AUM: $2.0M
- Clients: 1
- Accounts: 94
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| DANN GEOFFREY WINSTON | PRESIDENT, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| NOVICK LAURI | MEMBER | — |
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