Daniel Krause (CRD# 2158274) is an Investment Advisor Representative working at Counterpoint Asset Management LLC in Calabasas, CA and has over 32 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Counterpoint Asset Management, LLC | San Diego, CA | Feb 2015 - Current | 9 |
Cp Distributors, Inc. | San Diego, CA | Feb 2015 - Current | 9 |
Northern Lights Distributors, LLC | Elkhorn, NE | Jul 2011 - Current | 12 |
Wright Fund Management, LLC | Santa Monica, CA | May 2011 - Feb 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1991 |
S65 | NASAA Investment Advisors Law Examination | Jan 1995 |
- CA
-
Total Assets Under Management72MILLIONS
-
Total Number of Accounts330ACCOUNTS
-
Average Account Value$217,840
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AZ, CA
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