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DAUNTLESS ADVISORY, LLC
CRD 334412
43 UPSHUR ROAD, ANNAPOLIS, MD, 21402, United States
Phone
(410) 883-0889
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$2.6M
Discretionary AUM
$2.6M
Team
5 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 3 | $2.6M |
All web addresses on file
Official SEC filing: View on IAPD