Daniel Investment Associates, LLC

Daniel Investment Associates, LLC (CRD# 157284) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $130,000,000 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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.


Financial Advisors at Daniel Investment Associates, LLC
Showing 1 - 1 of 1 top financial advisors.
Adam J. Coons
CRD#: 5265521
923 Saint Vincent Avenue, Suite B, Santa Barbara, CA 93101

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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