DNA FINANCIAL

DNA FINANCIAL of LAS VEGAS, NV is an SEC-registered investment adviser (CRD 323069). Regulatory assets under management: $1.3M.

Registration

• CRD: 323069
• Type: Registered investment adviser
• Location: 9550 S EASTERN AVE., LAS VEGAS, NV, 89123
• Phone: (702) 750-2222
• Latest filing: 2026-04-08
• Regulatory AUM: $1.3M
• Discretionary AUM: $1.3M
• Clients: 2
• Accounts: 19

Business model

Compensation: % of AUM, Hourly, Fixed, Subscription.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323069 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search