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Rocky Harold John Istvan

DANIEL KRUG & ASSOCIATES, INC.·CLARKSTON, Michigan
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8040 ORTONVILLE RD, CLARKSTON, MI 48348CRD# 5479035Firm CRD# 298532
01

About

Rocky Harold John Istvan is a registered financial advisor based in CLARKSTON, Michigan, affiliated with DANIEL KRUG & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
DANIEL KRUG & ASSOCIATES, INC.
DANIEL KRUG & ASSOCIATES
AUM
$117M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at DANIEL KRUG & ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Other: PORTION OF FEES CHARGED BY THIRD-PARTY INVESTMENT ADVISER FIRMS
Regulatory
SEC/IARD CRD# 5479035
Firm CRD# 298532
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rocky Harold John Istvan offer?
Rocky Harold John Istvan specializes in Financial Planning, Investment Management. Contact their office in CLARKSTON, Michigan for a consultation.
What are Rocky Harold John Istvan's credentials?
Rocky Harold John Istvan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rocky Harold John Istvan located?
Rocky Harold John Istvan is based in CLARKSTON, Michigan, working with DANIEL KRUG & ASSOCIATES, INC.. Their office serves clients in the CLARKSTON metropolitan area and surrounding communities.
How does Rocky Harold John Istvan charge for services?
Rocky Harold John Istvan's firm is compensated through percentage of aum, other: portion of fees charged by third-party investment adviser firms. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DANIEL KRUG & ASSOCIATES, INC.?
DANIEL KRUG & ASSOCIATES, INC. has approximately 6 employees and manages $117M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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