Daniel Investment Associates, LLC
Daniel Investment Associates, LLC (CRD# 157284) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $185,413,092 in 29 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Daniel Investment Associates, LLC
By the Numbers
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Total Assets Under Management185MILLION
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Total Number of Accounts29ACCOUNTS
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Average Account Value$6,393,555
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Daniel Investment Associates, LLC
1
Gregory Van Wyk (CRD# 4603281) is an Investment Advisor Representative working at Daniel Investment Associates, LLC in Santa Barbara, CA and has over 21 years of experience in the finance industry.
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