Daniel Krug & Associates, Inc.
● SEC registered since 2024CRD 298532SEC# 801-130573Clarkston, MI
Reg. AUM
$145.1M
Employees
7
Accounts
1,128
Location
Clarkston, MI
Daniel Krug & Associates, Inc. assets under management
Daniel Krug & Associates, Inc. is an SEC-registered investment adviser based in Clarkston, MI. The firm has been registered since 2024. It reports $145.1 million in regulatory assets under management and employs 7 people.
Daniel Krug & Associates, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Martin Krug Control | Chief Executive Officer | Over 75% | 2004 |
| Rocky Harold John Istvan Control | Chief Compliance Officer | Under 5% | 2018 |
Frequently asked questions
How much does Daniel Krug & Associates, Inc. manage?
Daniel Krug & Associates, Inc. reports $145.1 million in regulatory assets under management on its Form ADV.
How many employees does Daniel Krug & Associates, Inc. have?
Daniel Krug & Associates, Inc. reports 7 employees.
Where is Daniel Krug & Associates, Inc. located?
Daniel Krug & Associates, Inc. is based in Clarkston, MI and has been SEC-registered since 2024.
Does Daniel Krug & Associates, Inc. disclose fund performance?
Daniel Krug & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8040 Ortonville Rd, Suite D, Clarkston, MI 48348 |
| Phone | 248-625-2788 |
| Fax | 248-625-7432 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$145.1M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$145.1Mregulatory AUM
Discretionary $145.1M