Dan Edwards Investment Advisory Services, LLC
Dan Edwards Investment Advisory Services, LLC (CRD# 286259) is a financial advisory firm headquartered in , . They manage $3,615,029 in 4 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Dan Edwards Investment Advisory Services, LLC
By the Numbers
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Total Assets Under Management4MILLION
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Total Number of Accounts4ACCOUNTS
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Average Account Value$903,757
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Dan Edwards Investment Advisory Services, LLC
1
Daniel Edwards (CRD# 6742795) is an Investment Advisor Representative working at Dan Edwards Investment Advisory Services, LLC in Corte Madera, CA and has over 7 years of experience in the finance industry.
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