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Nicholas Michael Berich

DANA INVESTMENT ADVISORS INC·WAUKESHA, Wisconsin
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20700 SWENSON DRIVE, SUITE 400, WAUKESHA, WI 53186-0904CRD# 2699843Firm CRD# 105879
01

About

Nicholas Michael Berich is a registered financial advisor based in WAUKESHA, 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
View all advisors at DANA INVESTMENT ADVISORS INC →
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# 2699843
Firm CRD# 105879
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Nicholas Michael Berich offer?
Nicholas Michael Berich specializes in Investment Management, Wealth Management. Contact their office in WAUKESHA, Wisconsin for a consultation.
What are Nicholas Michael Berich's credentials?
Nicholas Michael Berich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicholas Michael Berich located?
Nicholas Michael Berich is based in WAUKESHA, Wisconsin, working with DANA INVESTMENT ADVISORS INC. Their office serves clients in the WAUKESHA metropolitan area and surrounding communities.
How does Nicholas Michael Berich charge for services?
Nicholas Michael Berich'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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Other advisors in WAUKESHA
Kenneth John Herdeman — EHLERS INVESTMENT PARTNERS, LLCSean Lentz — EHLERS INVESTMENT PARTNERS, LLCMike Harrigan — EHLERS INVESTMENT PARTNERS, LLCBruce Kimmel — EHLERS INVESTMENT PARTNERS, LLCBarry S. Arnold — GLOBAL VIEW CAPITAL MANAGEMENT LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)BROOKFIELD (68)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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