PPrivate Fund Data Log in Join · $37/mo

Dana Investment Advisors Inc

● SEC registered since 1979CRD 105879SEC# 801-14828Waukesha, WI
Export (members)
Reg. AUM
$5.76B
Employees
62
Accounts
3,699
Location
Waukesha, WI

Dana Investment Advisors Inc assets under management

Dana Investment Advisors Inc is a registered investment adviser overseen by the SEC based in Waukesha, WI. The firm has been registered since 1979. It reports $5.8 billion in regulatory assets under management and employs 62 people.

Dana Investment Advisors Inc owners & executives

24 reported
NameTitleOwnershipSince
Brian Victor LehkySenior Vice PresidentUnder 5%2018
David Brandt WeinsteinSenior Vice PresidentUnder 5%2021
David M StammSenior Vice PresidentUnder 5%2009
See all 24 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Dana Investment Advisors Inc manage?

Dana Investment Advisors Inc reports $5.8 billion in regulatory assets under management on its Form ADV.

How many employees does Dana Investment Advisors Inc have?

Dana Investment Advisors Inc reports 62 employees.

Where is Dana Investment Advisors Inc located?

Dana Investment Advisors Inc is based in Waukesha, WI and has been SEC-registered since 1979.

Does Dana Investment Advisors Inc disclose fund performance?

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

Contact & registration

Address20700 Swenson Drive, Suite 400, Waukesha, WI 53186-0904
Phone262-782-3631
Fax262-782-0581
Office hours8:00a.m. To 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK1427514
Discloses disciplinary historyNo

Assets under management

Discretionary$5.19B
Non-discretionary$568.3M
Total (RAUM)$5.76B