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Dagco, Inc.

● SEC registered since 1996CRD 106950SEC# 801-51066Westlake, OH
Export (members)
Reg. AUM
$518.4M
Employees
8
Accounts
1,049
Location
Westlake, OH

Dagco, Inc. assets under management

Dagco, Inc. operates as an SEC-registered investment adviser based in Westlake, OH. The firm has been registered since 1996. It reports $518.4 million in regulatory assets under management and employs 8 people.

Dagco, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Christina Kyrkos FanourakisDirector Of Financial Planning5-10%2025
Edmund Vincent Malone ControlChief Compliance OfficerUnder 5%2022
Michael Wayne Kelley ControlVice President25-50%2020
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Frequently asked questions

How much does Dagco, Inc. manage?

Dagco, Inc. reports $518.4 million in regulatory assets under management on its Form ADV.

How many employees does Dagco, Inc. have?

Dagco, Inc. reports 8 employees.

Where is Dagco, Inc. located?

Dagco, Inc. is based in Westlake, OH and has been SEC-registered since 1996.

Does Dagco, Inc. disclose fund performance?

Dagco, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address27366 Center Ridge Road, Westlake, OH 44145
Phone440-899-4000
Fax440-899-9030
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1767343
Discloses disciplinary historyNo

Assets under management

Discretionary$511.5M
Non-discretionary$6.9M
Total (RAUM)$518.4M