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DANIEL KRUG & ASSOCIATES

CLARKSTON, MI · CRD 298532 · IAPD ↗ · 248-625-2788

$145.1MRegulatory AUM
2Advisory reps
7Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2025 — DANIEL KRUG & ASSOCIATES now reports custody of client assets ($26.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
July 2024 — DANIEL KRUG & ASSOCIATES (CLARKSTON, MI) is newly SEC-registered with $116.6M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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