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Casey A. Layton

DCA FAMILY OFFICE, LLC·ROSEVILLE, California
Unclaimed Profile
3721 DOUGLAS BLVD, ROSEVILLE, CA 95661CRD# 6126162Firm CRD# 322047
01

About

Casey A. Layton is a registered financial advisor based in ROSEVILLE, California, affiliated with DCA FAMILY OFFICE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
DCA FAMILY OFFICE, LLC
DCA FAMILY OFFICE, LLC
AUM
$139M
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at DCA FAMILY OFFICE, LLC →
Services
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6126162
Firm CRD# 322047
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Casey A. Layton offer?
Casey A. Layton specializes in Wealth Management. Contact their office in ROSEVILLE, California for a consultation.
What are Casey A. Layton's credentials?
Casey A. Layton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Casey A. Layton located?
Casey A. Layton is based in ROSEVILLE, California, working with DCA FAMILY OFFICE, LLC. Their office serves clients in the ROSEVILLE metropolitan area and surrounding communities.
How does Casey A. Layton charge for services?
Casey A. Layton's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DCA FAMILY OFFICE, LLC?
DCA FAMILY OFFICE, LLC has approximately 18 employees and manages $139M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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