John Daniels Cpa, LLC
John Daniels Cpa, LLC (CRD# 285475) is a financial advisory firm headquartered in Sarasota, FL. They manage $12,000,000 in 17 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management12MILLION
-
Total Number of Accounts17ACCOUNTS
-
Average Account Value$705,882
Compensation Options
- A percentage of assets under your management
- Hourly charges
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.
AZ, FL
Financial Advisors at John Daniels Cpa, LLC
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.