DAK Financial Services

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

11 Wintergreen Ln, Avon, Connecticut, 06...

Phone Number

(860) 269-8130

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About DAK Financial Services

DAK Financial Services, LLC is a registered investment adviser based in Connecticut, specializing in financial planning and investment management. The firm is dedicated to working closely with individuals and families to help them define and achieve their financial and investment goals. As an independent advisory service, DAK emphasizes personalized investment advice tailored to the unique needs of its clients. The company operates in various jurisdictions, ensuring compliance with local regulations while providing expert financial guidance.Explore more
Popular SearchesDak Financial Services LLCDak Services LLCdak financial services/ LLCDak Financial ServicesDAK Financial Services CorpSIC Code 62,628NAICS Code 52,523Show more

DAK Financial Services Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

DAK Financial Services

<$5M
1-10
Private
-
2016
$7.6M
11-50
Private
-
1962
JB
James BoneTeam Member
$5M
11-50
Private
-
1962
N/A
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
CD
Cory DaughertyTrust Advisor and Financial Representative
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

DAK Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

DAK Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about DAK Financial Services.

DAK Financial Services Tech Stack

A closer look at the technologies used by DAK Financial Services

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Frequently Asked Questions Regarding DAK Financial Services

What is DAK Financial Services's official website?
DAK Financial Services's official website is www.dakfinancialservices.com
What is DAK Financial Services's Revenue?
DAK Financial Services's revenue is <$5 Million
What is DAK Financial Services's SIC code?
DAK Financial Services's SIC: 62,628
What is DAK Financial Services's NAICS code?
DAK Financial Services's NAICS: 52,523
How many employees does DAK Financial Services have?
DAK Financial Services has 1-10 employees
What industry does DAK Financial Services belong to?
DAK Financial Services is in the industry of: Finance, Securities Trading
What is DAK Financial Services competition?
DAK Financial Services top competitors include: Murphy Wealth Management, Reynolds Wealth Management, Stockade Wealth Management, Eppolito Financial Strategies
What technology does DAK Financial Services use?
Some of the popular technologies that DAK Financial Services uses are: Google Workspace, Gmail, Just Host
How do I contact DAK Financial Services?
DAK Financial Services contact info: Phone number: (860) 269-8130 Website: www.dakfinancialservices.com
What does DAK Financial Services do?

DAK Financial Services, LLC is a registered investment adviser based in Connecticut, specializing in financial planning and investment management. The firm is dedicated to working closely with individuals and families to help them define and achieve their financial and investment goals. As an independent advisory service, DAK emphasizes personalize... d investment advice tailored to the unique needs of its clients. The company operates in various jurisdictions, ensuring compliance with local regulations while providing expert financial guidance.Read More

Is DAK Financial Services a public company?
DAK Financial Services is private company therefore does not currently have an official ticker symbol
See more information about DAK Financial Services

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