$17.5M Total AUM
$17.5M Disc. AUM
-- 3Y CAGR
2 Employees
14 ADV. Clients
9 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Ember
- Established Date
- 11-17-2016
- Office Locations
- 2
Office Locations
-- Glenview IL
-- Miami FL
About Dakota Asset Management, LLC
Dakota Asset Management, LLC is a Miami-based RIA with 2 offices. The firm has been operating for 9 years. Managing $17.5M in total assets under management, with 2 advisory representatives. They custody assets with Interactive Brokers. Services offered include Asset Management, Portfolio Construction.
Team overview
-- AVG AGE
$8.8M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
7.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Accredited Investors
Beacon catalyst
Investment Themes
North
Investment Vehicles
Insight
Services
Pathway Peak
Technology
Glacier focus
Owner & Executives
ERIK MATTHEW MOQUIST
Chief Compliance Officer, President
- CRD
- #3182999
- Ownership
- 75% or more
(783) 833-1549
eagle.focus@vertexcapital.com
in linkedin.com/in/optima-radial
Showing 1 of 1 owners & executives
Unlock allContacts
J
JARED WENDELL JOHNSON
Portfolio Manager
- CRD
- #7335968
(644) 402-5922
delta.pioneer@radialcapital.com
in linkedin.com/in/pathway-signal
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,548,777 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,548,777 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,548,777
Equity - Exchange:
67.1% Cash:
32.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,949,460,675 | 67.1% |
| Cash | $955,845,845 | 32.9% |
| Total | $2,905,306,520 | 100.0% |