RIA Intelligence

DANIEL KRUG & ASSOCIATES, INC.

Legal name: DANIEL KRUG & ASSOCIATES

CRD #298532 SEC #801-130573 CLARKSTON, MI 248-625-2788
SEC Registered
Total AUM
$130.9M
Discretionary
$130.9M
Employees
6
Clients
101
Accounts
1,004

Firm Details

Organization Type
Corporation
State of Formation
Michigan
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 21, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ISTVAN, ROCKY, HAROLD JOHNICHIEF COMPLIANCE OFFICERNA Control
ISTVAN, ROCKY, HAROLD JOHNICHIEF COMPLIANCE OFFICERNA Control
KRUG, DANIEL, MARTINICHIEF EXECUTIVE OFFICERE Control
KRUG, DANIEL, MARTINICHIEF EXECUTIVE OFFICERE Control

Registrations

Federal

IA
Mar 21, 2025 REGISTERED

Notice Filings (3)

FL MI TX

Address

8040 ORTONVILLE RD
SUITE D
CLARKSTON, MI 48348
United States
Phone: 248-625-2788