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Monique V. Sinmao

DAKOTA INVESTMENT ADVISERS LLC·JERICHO, New York
Clean recordDAKOTA INVESTMENT ADVISERS LLC
33 SOUTH SERVICE ROAD, JERICHO, NY 11753CRD# 4260635Firm CRD# 167990

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Monique V. Sinmao · JERICHO, NY
Registration
CRD #4260635 · DAKOTA INVESTMENT ADVISERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Monique V. Sinmao is a registered financial advisor based in JERICHO, New York, affiliated with DAKOTA INVESTMENT ADVISERS 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.

Introduction

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03

Firm Overview

Firm
DAKOTA INVESTMENT ADVISERS LLC
DAKOTA INVESTMENT ADVISERS LLC
AUM
$6M
Regulatory assets under management
Employees
1
Total firm employees
Services
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4260635
Firm CRD# 167990
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05

Frequently Asked Questions

What services does Monique V. Sinmao offer?
Monique V. Sinmao specializes in Wealth Management. Contact their office in JERICHO, New York for a consultation.
What are Monique V. Sinmao's credentials?
Monique V. Sinmao is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Monique V. Sinmao located?
Monique V. Sinmao is based in JERICHO, New York, working with DAKOTA INVESTMENT ADVISERS LLC. Their office serves clients in the JERICHO metropolitan area and surrounding communities.
How does Monique V. Sinmao charge for services?
Monique V. Sinmao'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 DAKOTA INVESTMENT ADVISERS LLC?
DAKOTA INVESTMENT ADVISERS LLC has approximately 1 employees and manages $6M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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