Daniel J. Disimile Cfp, LLC
Daniel J. Disimile Cfp, LLC (CRD# 150923) is a financial advisory firm headquartered in Thousand Oaks, CA. They manage $28,052,254 in 121 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Daniel J. Disimile Cfp, LLC
By the Numbers
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Total Assets Under Management28MILLION
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Total Number of Accounts121ACCOUNTS
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Average Account Value$231,837
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- 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 J. Disimile Cfp, LLC
1
Daniel Disimile (CRD# 1767055) is an Investment Advisor Representative working at Daniel J. Disimile Cfp, LLC in Thousand Oaks, CA and has over 36 years of experience in the finance industry.
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