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Dennis Daugs (Seattle)


Dennis Daugs is a large advisory firm based in Seattle. It manages $147.53 million of regulatory assets for 528 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Washington.

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Dennis Daugs provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Dennis Daugs: assets under management

The assets under management (AUM) of Dennis Daugs is $147.53 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $147.53 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $279.41 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dennis Daugs for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Seattle

The principal office where Dennis Daugs performs its advisory services is located at 4314 E. Madison Street, Seattle, WA 98112 The mailing address of the firm is 4314 East Madison, Seattle, WA 98112. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 206-324-2600 or by fax 206-726-0663. The normal business hours are 7:30 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.lakesidecapital.net.


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