DAK FINANCIAL SERVICES, LLC

DAK FINANCIAL SERVICES, LLC is an SEC-registered investment adviser (CRD 283747). Regulatory assets under management: $43.3M.

Registration

• CRD: 283747
• Type: Registered investment adviser
• Phone: 860-269-8130
• Latest filing: 2025-06-12
• Regulatory AUM: $43.3M
• Discretionary AUM: $43.3M
• Non-discretionary AUM: $18K
• Clients: 1
• Accounts: 64

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 283747 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search