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Michael L. (mi Only) Dana

DANA INVESTMENT ADVISORS INC·BROOKFIELD, Wisconsin
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15800 W. BLUEMOUND RD. SUITE 250, BROOKFIELD, WI 53005CRD# 309369Firm CRD# 105879
01

About

Michael L. (mi Only) Dana is a registered financial advisor based in BROOKFIELD, Wisconsin, affiliated with DANA INVESTMENT ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
DANA INVESTMENT ADVISORS INC
DANA INVESTMENT ADVISORS INC
AUM
$4.5B
Regulatory assets under management
Employees
61
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 309369
Firm CRD# 105879
No disclosures on file
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Frequently Asked Questions

What services does Michael L. (mi Only) Dana offer?
Michael L. (mi Only) Dana specializes in Investment Management, Wealth Management. Contact their office in BROOKFIELD, Wisconsin for a consultation.
What are Michael L. (mi Only) Dana's credentials?
Michael L. (mi Only) Dana is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael L. (mi Only) Dana located?
Michael L. (mi Only) Dana is based in BROOKFIELD, Wisconsin, working with DANA INVESTMENT ADVISORS INC. Their office serves clients in the BROOKFIELD metropolitan area and surrounding communities.
How does Michael L. (mi Only) Dana charge for services?
Michael L. (mi Only) Dana's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DANA INVESTMENT ADVISORS INC?
DANA INVESTMENT ADVISORS INC has approximately 61 employees and manages $4.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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