$72.0K Total AUM
$72.0K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
17 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- BNY Mellon
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-16-2008
- Office Locations
- 1
Office Locations
-- Chandler AZ
About DCA Investment Advisory, LLC
DCA Investment Advisory, LLC is an RIA in Chandler, AZ providing investment management for IRAs, 401(k)s, taxable brokerage accounts, and trusts, plus 401(k) plan design and investment consulting. Portfolios are tailored using individual securities and specialized ETFs across asset classes, including stocks and fixed income. Custody reported with BNY Mellon.
Team overview
-- AVG AGE
$72.0K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
17.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
CHRIS S DOUNTZ
Chief Compliance Officer
- CRD
- #4937515
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $72,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
Continue browsing