RIA Intelligence

DAAT ASSET MANAGEMENT

CRD #141469 SEC #801-69637 WESTLAKE VILLAGE, CA 818-483-0700
SEC Registered
Total AUM
$27M
Discretionary
$27M
Employees
5
Clients
10
Accounts
143

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 22, 2008
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ROBIN, LOUIS, CHARLESIPRESIDENTE Control
ROBIN, LOUIS, CHARLESICHIEF COMPLIANCE OFFICERE Control
ROBIN, LOUIS, CHARLESIPRESIDENTE Control
ROBIN, LOUIS, CHARLESICHIEF COMPLIANCE OFFICERE Control
ROBIN, LOUIS, CHARLESIPRESIDENTE Control
ROBIN, LOUIS, CHARLESICHIEF COMPLIANCE OFFICERE Control
ROBIN, LOUIS, CHARLESIPRESIDENTE Control
ROBIN, LOUIS, CHARLESICHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Sep 22, 2008 REGISTERED

Notice Filings (6)

CA FL LA NY PA TX

Address

5716 CORSA AVENUE, STE. 201
WESTLAKE VILLAGE, CA 91362
USA
Phone: 818-483-0700