Daat Asset Management is a large advisory firm based in Westlake Village. It manages $26.91 million of regulatory assets for 225 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, Louisiana, Pennsylvania, and Texas.
Daat Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and security ratings or pricing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Daat Asset Management is $26.91 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Daat Asset Management for their services and products based on a percentage of assets under management and commissions. 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.
The principal office where Daat Asset Management performs its advisory services is located at 2660 Townsgate Road, Westlake Village, CA 91361, 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 818-483-0700 or by fax 818-483-0714. The normal business hours are 6:00 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.daat.net.