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Daniel Krug & Associates, Inc.

● SEC registered since 2024CRD 298532SEC# 801-130573Clarkston, MI
Export (members)
Reg. AUM
$130.9M
Employees
6
Accounts
1,004
Location
Clarkston, MI

Daniel Krug & Associates, Inc. assets under management

Daniel Krug & Associates, Inc. is an SEC-registered investment adviser based in Clarkston, MI. The firm has been registered since 2024. It reports $130.9 million in regulatory assets under management and employs 6 people.

Daniel Krug & Associates, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Daniel Martin Krug ControlChief Executive OfficerOver 75%2004
Rocky Harold John Istvan ControlChief Compliance OfficerUnder 5%2018

Frequently asked questions

How much does Daniel Krug & Associates, Inc. manage?

Daniel Krug & Associates, Inc. reports $130.9 million in regulatory assets under management on its Form ADV.

How many employees does Daniel Krug & Associates, Inc. have?

Daniel Krug & Associates, Inc. reports 6 employees.

Where is Daniel Krug & Associates, Inc. located?

Daniel Krug & Associates, Inc. is based in Clarkston, MI and has been SEC-registered since 2024.

Does Daniel Krug & Associates, Inc. disclose fund performance?

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

Contact & registration

Address8040 Ortonville Rd, Suite D, Clarkston, MI 48348
Phone248-625-2788
Fax248-625-7432
Office hours8:00 a.m. To 4:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$130.9M
Non-discretionary$0
Total (RAUM)$130.9M