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)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 156937 on SEC IAPD (source of record)
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