# DAN Mirgon, LLC

> DAN Mirgon, LLC is a state-registered investment advisory firm, registered since 2024, with no regulatory assets under management reported in its Form ADV filing dated February 28, 2025.

- CRD: 329112
- Filed as: DAN MIRGON, LLC
- Legal name: DAN Mirgon, LLC DBA DAN Mirgon & Associates
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Utah
- Filing period: October 2026
- Form ADV filing dated: February 28, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329112
- AdvisorCensus page: https://advisorcensus.com/firm/dan-mirgon-llc-329112

## Quick answers

**How is DAN Mirgon, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), DAN Mirgon, LLC reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is DAN Mirgon, LLC registered with the SEC or a state?**
DAN Mirgon, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329112.

**Does DAN Mirgon, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/329112

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alignable.com/west-valley-city-ut/dan-mirgon-cepa
- mirgonconsulting.com
- Facebook @dma.leadership
- Instagram @dmirgon
- LinkedIn @danmirgon
- Pinterest @danmirgon
- YouTube @UCqbfquWEtPMMBwjdmz1csTw

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. DAN Mirgon, LLC (CRD 329112): Form ADV filing data as of October 2026.