Daniels & Erickson Financial Advisors, LLC

Daniels & Erickson Financial Advisors, LLC (CRD# 119687) is a financial advisory firm headquartered in Dallas, TX. They manage $170,507,592 in 133 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5323 Spring Valley Rd, Suite 250, Dallas, TX 75254
By the Numbers
  • Total Assets Under Management
    171
    MILLION
  • Total Number of Accounts
    133
    ACCOUNTS
  • Average Account Value
    $1,282,012
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Daniels & Erickson Financial Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Clay Daniels, financial advisor Dallas TX
Clay D. Daniels
CRD#: 4515832
5323 Spring Valley Rd, Suite 250, Dallas, TX 75254

Clay Daniels (CRD# 4515832) is an Investment Advisor Representative working at Daniels & Erickson Financial Advisors, LLC in Dallas, TX and has over 19 years of experience in the finance industry.

2
David Nelson, financial advisor Dallas TX
David L. Nelson
CRD#: 4515825
5323 Spring Valley Rd, Suite 250, Dallas, TX 75254

David Nelson (CRD# 4515825) is an Investment Advisor Representative working at Daniels & Erickson Financial Advisors, LLC in Dallas, TX and has 1 year of experience in the finance industry.

3
Michael Pendleton, financial advisor Dallas TX
Michael C. Pendleton
CRD#: 5632563
5323 Spring Valley Rd, Suite 250, Dallas, TX 75254

Michael Pendleton (CRD# 5632563) is an Investment Advisor Representative working at Daniels & Erickson Financial Advisors, LLC in Dallas, TX and has 1 year 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.

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