$33.4M Total AUM
$33.4M Disc. AUM
-- 3Y CAGR
2 Employees
125 ADV. Clients
39 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-12-1987
- Office Locations
- 1
Office Locations
-- Polo IL
About Dahl Financial Services, Inc.
Dahl Financial Services, Inc. is a Polo-based RIA. The firm has been operating for 39 years. Managing $33.4M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
49 AVG AGE
$33.4M AVG AUM / ADVISOR
$267.2K AVG AUM / CLIENT
28.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
39yrs Firm Age
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Asset Classes
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Investment Themes
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Services
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Technology
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Owner & Executives
DAVID JOEL DAHL
President
- CRD
- #1266359
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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