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).
Total Assets Under Management130MILLION
Total Number of Accounts12ACCOUNTS
Average Account Value$10,833,333
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Adam Coons (CRD# 5265521) is an Investment Advisor Representative working at Daniel Investment Associates, LLC in Santa Barbara, CA and has over 10 years of experience in the finance industry.