Daniel Advisors
Daniel Advisors (CRD# 143592) is a financial advisory firm headquartered in Norcross, GA. They manage $94,045,000 in 241 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management94MILLION
-
Total Number of Accounts241ACCOUNTS
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Average Account Value$390,228
Compensation Options
- A percentage of assets under your management
- Hourly charges
- 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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, GA, NC, TN
Financial Advisors at Daniel Advisors
No Advisor Found.
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