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).

Current Firm Details
923 Saint Vincent Avenue, Suite B, Santa Barbara, CA 93101
http://www.danielinvestmentassociates.com
By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $10,833,333
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 - 1 of 1 top financial advisors.
1
Adam Coons, financial advisor Santa Barbara CA
Adam J. Coons
CRD#: 5265521
923 Saint Vincent Avenue, Suite B, Santa Barbara, CA 93101
93
Wealthminder
score

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.

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals