Overview
Assets Under Management: $171 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 42
Average Client Assets: $4 million
Frequently Asked Questions
DANIELS & ERICKSON FINANCIAL ADVISORS, LLC 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 #119687), DANIELS & ERICKSON FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
DANIELS & ERICKSON FINANCIAL ADVISORS, LLC is headquartered in DALLAS, TX.
DANIELS & ERICKSON FINANCIAL ADVISORS, LLC serves 42 high-net-worth clients according to their SEC filing dated February 22, 2024. View client details ↓
According to their SEC Form ADV, DANIELS & ERICKSON FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
DANIELS & ERICKSON FINANCIAL ADVISORS, LLC manages $171 million in client assets according to their SEC filing dated February 22, 2024.
According to their SEC Form ADV, DANIELS & ERICKSON FINANCIAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.21
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 133
Discretionary Accounts: 133
Regulatory Filings
CRD Number: 119687
Last Filing Date: 2024-02-22 00:00:00
Website: https://danielserickson.com