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DAUS FINANCIAL GROUP, LLC
DAUS FINANCIAL SERVICES, LLC
CRD 323054 · SEC 801-127526
487 SOUTH DRAKE ROAD, SUITE A, KALAMAZOO, MI, 49009, United States
Phone
(269) 321-7472
Fax
(248) 886-9492
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$270.5M
Discretionary AUM
$0
Team
8 total employees; 3 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 240 | $89.3M |
| High net worth individuals | 87 | $181.2M |
States served
IL, IN, MI, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD