DAKOTA INVESTMENTS, LLC
CRD #290284 SEC #801-112120 BRYN MAWR, PA (610) 937-5211
SEC Registered
Total AUM
$58.2M
Discretionary
$58.2M
Employees
6
Clients
--
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $58.2M | $58.2M | $0 | 6 | 0 |
| Mar 2024 | $50.6M | $50.6M | $0 | 6 | 0 |
| Oct 2023 | $49.1M | $49.1M | $0 | 6 | 0 |
| Mar 2023 | $49.1M | $49.1M | $0 | 5 | 0 |
| Mar 2022 | $63.9M | $63.9M | $0 | 3 | 0 |
| Mar 2021 | $24.8M | $24.8M | $0 | 3 | 0 |
| Jul 2020 | $1.7M | $1.7M | $0 | 3 | 0 |
| Mar 2020 | $1.7M | $1.7M | $0 | 3 | 0 |
| Jul 2019 | $9.3M | $9.3M | $0 | 3 | 0 |
| Mar 2019 | $9.3M | $9.3M | $0 | 3 | 0 |
| Mar 2018 | $125K | $125K | $0 | 3 | 0 |
| Feb 2018 | $0 | $0 | $0 | 3 | 0 |
| Dec 2017 | $0 | $0 | $0 | 1 | 0 |
| Nov 2017 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$58.2M
Discretionary$58.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$50.6M
Discretionary$50.6M
Non-Disc.$0
Employees6
Clients0
DateOct 2023
Total AUM$49.1M
Discretionary$49.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$49.1M
Discretionary$49.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$63.9M
Discretionary$63.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$24.8M
Discretionary$24.8M
Non-Disc.$0
Employees3
Clients0
DateJul 2020
Total AUM$1.7M
Discretionary$1.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$1.7M
Discretionary$1.7M
Non-Disc.$0
Employees3
Clients0
DateJul 2019
Total AUM$9.3M
Discretionary$9.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$9.3M
Discretionary$9.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$125K
Discretionary$125K
Non-Disc.$0
Employees3
Clients0
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0