D
$252.0K Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
8 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-06-2018
- Office Locations
- 1
Office Locations
-- Buford GA
About Daxmar Advisors
Daxmar Advisors is a retail-focused investment adviser based in Buford, GA. Led by CEO/owner Daniel Pascu, the firm manages SMA assets primarily in ETFs, with additional allocations to cash and derivatives. Interactive Brokers is listed as its custodian.
Team overview
-- AVG AGE
$252.0K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
8.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
D
Daniel Pascu
Chief Executive Officer
- CRD
- #6743680
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $252,000 | -- |
| Total | $252,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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