DCA MANAGEMENT COMPANY, INC.

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
ROSEVILLE, California
CRD number
165633

Firm profile

FINTRX

Overview

Dca Management Company, Inc. operates as a corporation focused on investment management, although specific details about its investment strategies and preferences are not disclosed. The firm does not classify itself under any specific category, and it does not engage in capital allocation or have a defined client base. Dca Management Company, Inc. is not recognized as an active ESG investor and does not operate as a multi-state adviser. Its activities include sponsorship and management of pooled investment vehicles, indicating a role in facilitating collective investment opportunities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • CASEY LAYTON

    Chief Financial and Compliance OfficerCRD 6126162

Contacts

2 of 2
  • STEVEN MILLS

    PartnerCRD 6126157

  • CURTIS ROCCA

    Managing PartnerCRD 6126152

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ROSEVILLE, CA

PLACER

Location

ROSEVILLE, CA

Headquartered in ROSEVILLE, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area
Sacramento-Roseville, CA
Region
West
County
PLACER
Address
3721 Douglas Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth