Unclaimed Profile

Daniel Craig Osgood

ACAS, LLC·SAN DIEGO, California

Clean recordACAS, LLC

11622 EL CAMINO REAL, SAN DIEGO, CA 92130CRD# 2684112Firm CRD# 160657

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Craig Osgood · SAN DIEGO, CA

Registration

CRD #2684112 · ACAS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ACAS, LLC

"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"

AUM

$274M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ACAS, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2684112

Firm CRD# 160657

View on FINRA BrokerCheck →

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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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