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- Custodian
- Assetmark · Charles Schwab & Company · Fidelity/NFS · Pershing · TD Ameritrade
- Clients
- Retail
- Platforms
- Capital quantumSummit crest
- Established Date
- 01-09-2019
- Office Locations
- 1
Office Locations
About Daniel Krug & Associates
Daniel Krug & Associates is a Michigan-based comprehensive wealth management firm focused on multigenerational families and business owners. The team blends financial planning and portfolio management with tax, legal, and insurance coordination, supported by a collaborative network of attorneys, CPAs, and risk managers. Investment approach emphasizes asset allocation using ETFs and public funds plus fixed income, guided by its total client profile and education/coaching process.
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Owner & Executives
DANIEL MARTIN KRUG
Chief Executive Officer, Owner
- CRD
- #5482435
- Ownership
- 75% or more
ROCKY HAROLD JOHN ISTVAN
Chief Compliance Officer
- CRD
- #5479035
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $145,104,606 | $128,639 |
| Non-Discretionary | $0 | -- |
| Total | $145,104,606 | $128,639 |
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Separately Managed Accounts
Total SMA Asset: $145,104,606
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,239,486,026 | 40.1% |
| Public Funds | $1,234,230,453 | 22.1% |
| Cash | $2,111,036,703 | 37.8% |
| Total | $5,584,753,182 | 100.0% |