Daniel TarlasCRD Number: 1189379
Current Firm: Asset Consulting Group, LLC
Daniel Tarlas (CRD# 1189379) is an Investment Advisor Representative working at Asset Consulting Group, LLC in Saint Louis, MO and has over 33 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Asset Consulting Group, Inc.||St. Louis, MO||Apr 1992 - Current||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1983|
Total Assets Under Management73MILLIONS
Total Number of Accounts2ACCOUNTS
Average Account Value$36,528,471
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, MI, MO, OK, TX