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Lawrence Joseph Daly

DAC ASSET MANAGEMENT LLC·NAPLES, Florida
Clean recordDAC ASSET MANAGEMENT LLC
1575 CLERMONT DRIVE #202, NAPLES, FL 34109CRD# 60305Firm CRD# 129838

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lawrence Joseph Daly · NAPLES, FL
Registration
CRD #60305 · DAC ASSET MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lawrence Joseph Daly is a registered financial advisor based in NAPLES, Florida, affiliated with DAC ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
DAC ASSET MANAGEMENT LLC
DAC ASSET MANAGEMENT LLC
AUM
$138M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at DAC ASSET MANAGEMENT LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 60305
Firm CRD# 129838
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lawrence Joseph Daly offer?
Lawrence Joseph Daly specializes in Investment Management. Contact their office in NAPLES, Florida for a consultation.
What are Lawrence Joseph Daly's credentials?
Lawrence Joseph Daly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lawrence Joseph Daly located?
Lawrence Joseph Daly is based in NAPLES, Florida, working with DAC ASSET MANAGEMENT LLC. Their office serves clients in the NAPLES metropolitan area and surrounding communities.
How does Lawrence Joseph Daly charge for services?
Lawrence Joseph Daly's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DAC ASSET MANAGEMENT LLC?
DAC ASSET MANAGEMENT LLC has approximately 1 employees and manages $138M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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