Daus Financial Group, LLC
Firm details
- Headquarters
- Kalamazoo, Michigan
- CRD number
- 323054
- Registered since
- March 27, 2023
- Website
- dausfinancial.co
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI66.98%
- Individuals33.02%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Daus Financial Group, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (2023) and owned by an individual. Its client focus is individuals and families, and its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. The firm also operates as an insurance broker. Fee arrangements are flexible and include a percentage-of-AUM option as well as hourly and fixed-fee engagements. Daus Financial Group does not identify as an ESG investor, is not multi-state, and is not a capital allocator or pension consultant.
Assets & Accounts
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
- Public Funds/Mutual Funds74%
- Exchange Traded Equities12%
- Non-Investment Grade Corp Bonds5%
- Investment Grade Corp Bonds4%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1Terra Eash
Chief Compliance OfficerCRD 6906720
Contacts
3 of 3
Brendan Sanchez
Financial AdvisorCRD 6709050
Ryan Daus
Founder & PrincipalCRD 4578850
Trenden Peacock
Financial AdvisorCRD 7125133
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Kalamazoo, MI
Kalamazoo
Location
Kalamazoo, MI
Headquartered in Kalamazoo, MI, anchoring the Kalamazoo-Battle Creek-Portage, MI metro in the Midwest.
- Metro area
- Kalamazoo-Battle Creek-Portage, MI
- Region
- Midwest
- County
- Kalamazoo
- Address
- 487 S Drake Rd
- Time zone
- ET (UTC-5)
- Office locations
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