DB
DB
Dan Barish
34 Years of Experience
Farmington Hills, MI
4 DisclosuresBrokerSells Insurance
Dan Barish is a registered investment advisor at Dib Investment Management LLC, based in Farmington Hills, MI, with 34 years of industry experience. Their practice areas include Investment Management.
Compensation
Commission-Based
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K+ | 1.00% |
Fees may be negotiable for accounts over $1 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
31313 Northwestern Hwy, #205, Farmington Hills, MI, 48334
Get directionsHistory
Regulatory History (4)
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Regulatory
February 2006Final
Customer Dispute
January 2005Denied
Customer Dispute
October 2004Denied
Employment Separation After Allegations
August 2004Other Business ActivitiesSells Insurance
Dan is involved with fixed insurance and DIB Investment Management, a Registered Investment Advisor (RIA). The filing does not specify the time commitment for these activities.
Employment History
Current Registrations
Dib Investment Management LLC
January 2015 - Present · 11 yrs 4 mos
Lasalle St Securities, L.L.C.Broker
September 2004 - Present · 21 yrs 8 mos
Previous Registrations
Fimco Securities Group, INC.Broker
September 1993 - March 1994 · 6 mos
Comerica SecuritiesBroker
February 1993 - September 2004 · 11 yrs 7 mos
USA Financial Group, INC.Broker
April 1991 - July 1992 · 1 yr 3 mos
State Registrations16 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.