The DANA INVESTMENT ADVISORS INC is a privately held investment adviser that advises $5.8Bn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. DANA INVESTMENT ADVISORS INC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 27.34% over the last 5-years.
The Group has been registered with the SEC for 46.89 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 20700 SWENSON DRIVE, SUITE 400, WAUKESHA, WISCONSIN. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 60 employees comprised of 28 investment and 32 non-investment staff. The total number of Employees increased by 30.43% over the last 5-years.
Their $5.8Bn in assets advised are owned by 0 private funds, 6 public funds and BDCs and 281 other accounts. Assets of High Net Worth Individuals clients own $1.93Bn or 33.35% of Total Assets and Government Entities and Pension Plans own $1.03Bn or 17.8% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 9 types of clients, top clients are High Net Worth Individuals and Government Entities and Pension Plans.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
DANA INVESTMENT ADVISORS INC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.