Daniel Investment Associates, LLC

Daniel Investment Associates, LLC (CRD# 157284) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $218,792,633 in 30 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    219
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $7,293,088
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Daniel Investment Associates, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Lauren M. Vanveelen
CRD#: 5483377
923 Saint Vincent Avenue, Suite B, Santa Barbara, CA 93101
93
Wealthminder
score

Lauren Vanveelen (CRD# 5483377) is an Investment Advisor Representative working at Daniel Investment Associates, LLC in Santa Barbara, CA and has over 7 years of experience in the finance industry.

2
Adam J. Coons
CRD#: 5265521
923 Saint Vincent Avenue, Suite B, Santa Barbara, CA 93101
68
Wealthminder
score

Adam Coons (CRD# 5265521) is an Investment Advisor Representative working at Daniel Investment Associates, LLC in Santa Barbara, CA and has over 11 years of experience in the finance industry.

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