Daner Wealth Management, LLC

Daner Wealth Management, LLC (CRD# 317373) is a financial advisory firm headquartered in Alpharetta, GA. They manage $147,573,412 in 604 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
11475 Great Oaks Way, Suite 340, Alpharetta, GA 30022
https://www.marcdaner.com
By the Numbers
  • Total Assets Under Management
    148
    MILLION
  • Total Number of Accounts
    604
    ACCOUNTS
  • Average Account Value
    $244,327
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, LA, NC, TN, TX, VA

Financial Advisors at Daner Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Marc Daner, financial advisor Alpharetta GA
Marc S. Daner
CRD#: 1333477
11475 Great Oaks Way, Suite 340, Alpharetta, GA 30022

Marc Daner (CRD# 1333477) is an Investment Advisor Representative working at Daner Wealth Management, LLC in Alpharetta, GA and has over 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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