DAKOTA INVESTMENTS, LLC

CRD 290284 · SEC 801-112120

925 W. LANCASTER AVENUE, SUITE 220, BRYN MAWR, PA, 19010, United States

Phone

(610) 937-5211

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$124.8M

Discretionary AUM

$124.8M

Team

6 total employees; 3 advisory reps

Clients

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Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-05-06

Disciplinary history

Services

Portfolio management (investment companies)

Type	Clients	AUM
Investment companies	1	$124.8M

Official SEC filing: View on IAPD