Assets Under Management
$5.8B
Number of Clients
2,270
Number of Advisors
24
Average Client AUM
$2.5M
AUM per Advisor
$239.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Dana Investment Advisors is an independent, employee-owned investment management firm providing continuous advice to clients based on individual needs. They manage discretionary and non-discretionary assets, and offer investment management through wrap fee, Model Based, and UMA programs. Clients can place restrictions on investments.
20700 Swenson Drive, Suite 400, Waukesha, WI, 53186-0904