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Daus Financial Services, LLC

● SEC registered since 2023CRD 323054SEC# 801-127526Kalamazoo, MI
Export (members)
Reg. AUM
$211M
Employees
6
Accounts
802
Location
Kalamazoo, MI

Daus Financial Services, LLC assets under management

Daus Financial Services, LLC operates as an SEC-registered investment adviser based in Kalamazoo, MI. The firm has been registered since 2023. It reports $211 million in regulatory assets under management and employs 6 people.

Daus Financial Services, LLC owners & executives

2 reported
NameTitleOwnershipSince
Ryan Michael Daus ControlOwner / Financial AdvisorOver 75%2023
Terra Marie Loew ControlChief Compliance OfficerUnder 5%2023

Frequently asked questions

How much does Daus Financial Services, LLC manage?

Daus Financial Services, LLC reports $211 million in regulatory assets under management on its Form ADV.

How many employees does Daus Financial Services, LLC have?

Daus Financial Services, LLC reports 6 employees.

Where is Daus Financial Services, LLC located?

Daus Financial Services, LLC is based in Kalamazoo, MI and has been SEC-registered since 2023.

Does Daus Financial Services, LLC disclose fund performance?

Daus Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address487 South Drake Road, Suite a, Kalamazoo, MI 49009
Phone(269) 321-7472
Fax(248) 886-9492
Office hoursBy Appointment
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$211M
Total (RAUM)$211M