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DANIEL KRUG & ASSOCIATES

DANIEL KRUG & ASSOCIATES, INC.

CRD 298532 · SEC 801-130573

Visit website

8040 ORTONVILLE RD, SUITE D, CLARKSTON, MI, 48348, United States

Phone

248-625-2788

Fax

248-625-7432

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$145.1M

Discretionary AUM

$145.1M

Team

7 total employees; 2 advisory reps

Clients

101-250

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars

Client types

TypeClientsAUM
Individuals137$44.0M
High net worth individuals55$101.1M

States served

MI, TX, FL

All web addresses on file

Official SEC filing: View on IAPD