Overview
Assets Under Management: $340 million
Headquarters: CORONA DEL MAR, CA
High-Net-Worth Clients: 129
Average Client Assets: $0.5 million
Frequently Asked Questions
DANIEL WEALTH ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #150382), DANIEL WEALTH ADVISORS is subject to fiduciary duty under federal law.
DANIEL WEALTH ADVISORS is headquartered in CORONA DEL MAR, CA.
DANIEL WEALTH ADVISORS serves 129 high-net-worth clients according to their SEC filing dated October 08, 2018. View client details ↓
According to their SEC Form ADV, DANIEL WEALTH ADVISORS offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
DANIEL WEALTH ADVISORS manages $340 million in client assets according to their SEC filing dated October 08, 2018.
According to their SEC Form ADV, DANIEL WEALTH ADVISORS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 129
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 17.35%
Average Client Assets: $0.5 million
Total Client Accounts: 1,086
Discretionary Accounts: 1,068
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 150382
Filing ID: 1244693
Last Filing Date: 2018-10-08 11:49:00