D
$7.0M Total AUM
$7.0M Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- TD Ameritrade ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-15-2016
- Office Locations
- 1
Office Locations
-- Chandler AZ
About DSA Asset Management, LLC
DSA Asset Management, LLC is a Chandler-based RIA. The firm has been operating for 9 years. Managing $7.0M in total assets under management, with 1 advisory representatives. They custody assets with TD Ameritrade and Wells Fargo.
Team overview
-- AVG AGE
$7.0M AVG AUM / ADVISOR
$184.2K AVG AUM / CLIENT
6.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
P
PAUL DRAKE-STOCKARD
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #6416919
- 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 | $7,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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