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Daniel Ortega

NATIONAL ASSET MANAGEMENT, INC.·BOCA RATON, Florida
Unclaimed Profile
5000 T-REX AVENUE, BOCA RATON, FL 33431CRD# 3095215Firm CRD# 115927
01

About

Daniel Ortega is a registered financial advisor based in BOCA RATON, Florida, affiliated with NATIONAL ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
B. RILEY WEALTH ADVISORS, INC.
B. RILEY WEALTH ADVISORS, INC.
AUM
$7.6B
Regulatory assets under management
Employees
457
Total firm employees
View all advisors at B. RILEY WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3095215
Firm CRD# 115927
10 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Ortega offer?
Daniel Ortega specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOCA RATON, Florida for a consultation.
What are Daniel Ortega's credentials?
Daniel Ortega is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Ortega located?
Daniel Ortega is based in BOCA RATON, Florida, working with NATIONAL ASSET MANAGEMENT, INC.. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.
How does Daniel Ortega charge for services?
Daniel Ortega'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 NATIONAL ASSET MANAGEMENT, INC.?
NATIONAL ASSET MANAGEMENT, INC. has approximately 457 employees and manages $7.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
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City Guides
MIAMI GuideTAMPA GuideCORAL GABLES GuideWEST PALM BEACH GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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