DAS WEALTH MANAGEMENT
Firm details
- Headquarters
- ORLANDO, Florida
- CRD number
- 269974
- Website
- www.dasfinancials.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Hourly Charges
- Client types
- Corporations / Businesses85.71%
- Individuals14.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Das Wealth Management is a corporation focused on providing financial planning and portfolio management services to individuals, small businesses, and institutions. The firm operates under an hourly fee structure, allowing for flexibility in its advisory activities. While it does not engage in capital allocation or act as a pension consultant, Das Wealth Management is dedicated to tailoring its services to meet the unique needs of its clients. The firm does not actively pursue ESG investments, indicating a more traditional investment approach.
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 Equities100%
Contacts
1 of 1ARUN KAUSHAL
PrincipalCRD 5262161
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ORLANDO, FL
ORANGE
Location
ORLANDO, FL
Headquartered in ORLANDO, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- ORANGE
- Address
- 8820 S Orange Blossom Trl
- Time zone
- ET (UTC-5)
- Office locations
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