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Daniel Robert Palacios

SOCIALTRADER.AI INC.·EL CAJON, California
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270 E. DOUGLAS AVE #35, EL CAJON, CA 92020CRD# 7761212Firm CRD# 326985
01

About

Daniel Robert Palacios is a registered financial advisor based in EL CAJON, California, affiliated with SOCIALTRADER.AI INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SOCIALTRADER.AI INC.
SOCIALTRADER
AUM
$400
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SOCIALTRADER.AI INC. →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Fixed fees
Performance-based fees
Regulatory
SEC/IARD CRD# 7761212
Firm CRD# 326985
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Robert Palacios offer?
Daniel Robert Palacios specializes in Financial Planning, Investment Management. Contact their office in EL CAJON, California for a consultation.
What are Daniel Robert Palacios's credentials?
Daniel Robert Palacios is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Robert Palacios located?
Daniel Robert Palacios is based in EL CAJON, California, working with SOCIALTRADER.AI INC.. Their office serves clients in the EL CAJON metropolitan area and surrounding communities.
How does Daniel Robert Palacios charge for services?
Daniel Robert Palacios's firm is compensated through percentage of aum, fixed fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOCIALTRADER.AI INC.?
SOCIALTRADER.AI INC. has approximately 1 employees and manages $400 in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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