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DANA INVESTMENT ADVISORS INC
CRD 105879 · SEC 801-14828
20700 SWENSON DRIVE, SUITE 400, WAUKESHA, WI, 53186-0904, United States
Phone
262-782-3631
Fax
262-782-0581
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$6.08B
Discretionary AUM
$5.52B
Team
60 total employees; 28 advisory reps; 38 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 620 | $321.4M |
| High net worth individuals | 710 | $1.93B |
| Banking/thrift institutions | 1 | $124K |
| Investment companies | 6 | $350.7M |
| Pension/profit sharing plans | 41 | $717.2M |
| Charitable organizations | 68 | $415.3M |
| State/municipal entities | 57 | $1.03B |
| Insurance companies | 11 | $203.7M |
| Corporations/business entities | 103 | $823.6M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD