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Daniel Francis Dilascia

BASE WEALTH MANAGEMENT LLC·LAKEWOOD RANCH, Florida
Unclaimed Profile
7301 MERCHANT COURT, LAKEWOOD RANCH, FL 34240CRD# 3088769Firm CRD# 321991
01

About

Daniel Francis Dilascia is a registered financial advisor based in LAKEWOOD RANCH, Florida, affiliated with BASE WEALTH MANAGEMENT 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
BASE WEALTH MANAGEMENT LLC
BASE WEALTH MANAGEMENT
AUM
$214M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at BASE WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3088769
Firm CRD# 321991
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Francis Dilascia offer?
Daniel Francis Dilascia specializes in Financial Planning, Investment Management. Contact their office in LAKEWOOD RANCH, Florida for a consultation.
What are Daniel Francis Dilascia's credentials?
Daniel Francis Dilascia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Francis Dilascia located?
Daniel Francis Dilascia is based in LAKEWOOD RANCH, Florida, working with BASE WEALTH MANAGEMENT LLC. Their office serves clients in the LAKEWOOD RANCH metropolitan area and surrounding communities.
How does Daniel Francis Dilascia charge for services?
Daniel Francis Dilascia'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 BASE WEALTH MANAGEMENT LLC?
BASE WEALTH MANAGEMENT LLC has approximately 10 employees and manages $214M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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