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Peter Dag & Associates, Inc. (Akron)


Peter Dag & Associates, Inc. is an adviser based in Akron. It manages $10 million of regulatory assets for 41 client accounts. It has been registered with the SEC as an adviser since 2005.

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Peter Dag & Associates provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Peter Dag & Associates: assets under management

The assets under management (AUM) of Peter Dag & Associates, Inc. is $10 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -67% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $10 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $243.9 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Peter Dag & Associates, Inc. for their services and products based on a percentage of assets under management and subscription fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Akron

The principal office where Peter Dag & Associates, Inc. performs its advisory services is located at 65 Lakefront Drive, Akron, OH 44319, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 330-644-2782 or by fax 330-644-2798. The normal business hours are 9:00am-6:00pm on Monday - Friday. You can find more information about the New York firm at www.peterdag.com.


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