Daniel Funk, financial advisor Sedalia CO

Daniel Funk

CRD Number: 4897613
Current Firm: T. Rowe Price Associates, Inc.

Daniel Funk (CRD# 4897613) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Sedalia, CO and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
T. Rowe Price Colorado Springs, CO Jan 2007 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2005
S66 NASAA Uniform Combined State Law Examination Jan 2006
Contact Info for Daniel J. Funk
Phone Number: 410-345-2000
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    1,506,538
    MILLIONS
  • Total Number of Accounts
    3,783
    ACCOUNTS
  • Average Account Value
    $398,239,052
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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