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Daniel Craig Osgood

ACAS, LLC·SAN DIEGO, California
Unclaimed Profile
11622 EL CAMINO REAL, SAN DIEGO, CA 92130CRD# 2684112Firm CRD# 160657
01

About

Daniel Craig Osgood is a registered financial advisor based in SAN DIEGO, California, affiliated with ACAS, LLC. 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
ACAS, LLC
"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"
AUM
$274M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ACAS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2684112
Firm CRD# 160657
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Craig Osgood offer?
Daniel Craig Osgood specializes in Financial Planning, Investment Management. Contact their office in SAN DIEGO, California for a consultation.
What are Daniel Craig Osgood's credentials?
Daniel Craig Osgood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Craig Osgood located?
Daniel Craig Osgood is based in SAN DIEGO, California, working with ACAS, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does Daniel Craig Osgood charge for services?
Daniel Craig Osgood's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACAS, LLC?
ACAS, LLC has approximately 5 employees and manages $274M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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