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DAKOTA INVESTMENTS, LLC

BRYN MAWR, PA · CRD 290284 · IAPD ↗ · hardmanjohnstonfunds.com · (610) 937-5211

$124.8MRegulatory AUM
3Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

60
April 2026 — DAKOTA INVESTMENTS, LLC reported RAUM up 114% ($58.2M -> $124.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.