Daniel Aronson, financial advisor Minneapolis MN

Daniel Aronson

CRD Number: 2408482
Current Firm: Epiq Partners, LLC

Daniel Aronson (CRD# 2408482) is an Investment Advisor Representative working at Epiq Partners, LLC in Minneapolis, MN and has over 28 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Epiq Partners, LLC Minneapolis, MN Sep 2012 - Current 9
Tealwood Asset Management Minneapolis, MN Jan 2011 - Sep 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1994
S65 NASAA Investment Advisors Law Examination Jul 1994
Contact Info for Daniel R. Aronson
Phone Number: (612) 843-4800
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    321
    MILLIONS
  • Total Number of Accounts
    331
    ACCOUNTS
  • Average Account Value
    $969,367
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

MN

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