Dana Investment Advisors Inc
Firm details
- Headquarters
- Waukesha, Wisconsin
- CRD number
- 105879
- Registered since
- September 21, 1979
- Website
- www.danainvestment.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI31.81%
- State / Municipal Government16.98%
- Corporations / Businesses13.55%
- Pension & Profit Sharing Plans11.8%
- Charitable Organizations6.83%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Dana Investment Advisors Inc is an institutional registered investment adviser that has been SEC-registered since 1979. It provides portfolio management for individuals and small businesses, for investment companies, and for businesses or institutional clients. The firm serves both individual/family and institutional clients and charges a mix of percentage-of-AUM, fixed, and performance-based fees. Dana reports being an active ESG investor and has been named to CNBC’s Top 100 Financial Advisory Firms list multiple times (2019, 2020, 2021, 2022 and 2025).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities53%
- US Government Bonds23%
- Investment Grade Corp Bonds8%
- Public Funds/Mutual Funds8%
- State & Local Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$223M in ETFs
41%
$91M
3%
$132M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DANA UNCONSTRAINED EQUITY ETF (DUNK) | $94.4M | 3,343,373 | 42.32% |
Location
Waukesha, WI
Waukesha
Location
Waukesha, WI
Headquartered in Waukesha, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Waukesha
- Address
- 20700 Swenson Dr
- Time zone
- CT (UTC-6)
- Office locations
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