Danison & Associates Inc.

Danison & Associates Inc. (CRD# 106760) is a financial advisory firm headquartered in Columbus, OH. They manage $353,204,685 in 141 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    353
    MILLION
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $2,504,998
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

OH

Financial Advisors at Danison & Associates Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Dean F. Danison
CRD#: 1312506
2152 Tremont Center, Columbus, OH 43221
93
Wealthminder
score

Dean Danison (CRD# 1312506) is an Investment Advisor Representative working at Danison & Associates Inc. in Columbus, OH and has over 31 years of experience in the finance industry.

2
Tracey M. Danison
CRD#: 1940028
2150 Tremont Center, Columbus, OH 43221
90
Wealthminder
score

Tracey Danison (CRD# 1940028) is an Investment Advisor Representative working at Danison & Associates Inc. in Columbus, OH and has 1 year of experience in the finance industry. Tracey Danison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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