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Kent Douglas Daniel

CF PRIVATE EQUITY, INC.·WILTON, Connecticut
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15 OLD DANBURY ROAD, WILTON, CT 06897-0812CRD# 4896298Firm CRD# 110657
01

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.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CF PRIVATE EQUITY, INC.
CF PRIVATE EQUITY, INC.
AUM
$15.3B
Regulatory assets under management
Employees
70
Total firm employees
View all advisors at CF PRIVATE EQUITY, INC. →
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4896298
Firm CRD# 110657
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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