Unclaimed Profile

Kent Douglas Daniel

CF PRIVATE EQUITY, INC.·WILTON, Connecticut

Clean recordCF PRIVATE EQUITY, INC.

15 OLD DANBURY ROAD, WILTON, CT 06897-0812CRD# 4896298Firm CRD# 110657

Profile Verification

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

Identity

Kent Douglas Daniel · WILTON, CT

Registration

CRD #4896298 · CF PRIVATE EQUITY, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kent Douglas Daniel is a registered financial advisor based in WILTON, Connecticut, affiliated with CF PRIVATE EQUITY, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CF PRIVATE EQUITY, INC.

AUM

$15.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CF PRIVATE EQUITY, INC. →

Services

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4896298

Firm CRD# 110657

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Frequently Asked Questions

What services does Kent Douglas Daniel offer?

Kent Douglas Daniel specializes in Retirement Planning, Wealth Management. Contact their office in WILTON, Connecticut for a consultation.

What are Kent Douglas Daniel's credentials?

Kent Douglas Daniel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kent Douglas Daniel located?

Kent Douglas Daniel is based in WILTON, Connecticut, working with CF PRIVATE EQUITY, INC.. Their office serves clients in the WILTON metropolitan area and surrounding communities.

How does Kent Douglas Daniel charge for services?

Kent Douglas Daniel's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CF PRIVATE EQUITY, INC.?

CF PRIVATE EQUITY, INC. has approximately 70 employees and manages $15.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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