Dagco is an investment advisor in Westlake with $329.92 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
341217012
SEC advisor number
801-51066
FINRA CRD number
106950
AUM ?
$329.92 mm
(as of 11 Apr 23)
Accounts
829
(as of 11 Apr 23)
Employees
8
(4 investment advisory or research)
Address
Dagco
835 SHARON DRIVE, SUITE 280
WESTLAKE
OH 44145-7703
835 SHARON DRIVE, SUITE 280
WESTLAKE
OH 44145-7703
Office hours
Monday - Friday, 8:00 AM - 5:00 PM
Phone
440-899-4000
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
O'boyle, Kaye, Elizabeth | Secretary | 01/2005 | < 5% |
Dionisos, Nick | President and Senior Investment Consultant | 06/1997 | 50-75% |
Kelley, Michael, Wayne | Vice President | 10/2020 | 25-50% |
Malone, Edmund, Vincent | Chief Compliance Officer | 12/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 May 24
13F-HR
Quarterly holdings report by institutional manager
15 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Dec 23
13F-HR
Quarterly holdings report by institutional manager
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
28 Jul 22
13F-HR
Quarterly holdings report by institutional manager
21 Apr 22
13F-HR
Quarterly holdings report by institutional manager
24 Jan 22