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Daniel Anthony Bakalarz

UNISON ASSET MANAGEMENT LLC·NORTH MIAMI BEACH, Florida
Unclaimed Profile
3323 NE 163RD STREET, NORTH MIAMI BEACH, FL 33160CRD# 4670411Firm CRD# 288249
01

About

Daniel Anthony Bakalarz is a registered financial advisor based in NORTH MIAMI BEACH, Florida, affiliated with UNISON ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
UNISON ASSET MANAGEMENT LLC
UNISON ASSET MANAGEMENT LLC
AUM
$201M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at UNISON ASSET MANAGEMENT LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4670411
Firm CRD# 288249
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Anthony Bakalarz offer?
Daniel Anthony Bakalarz specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NORTH MIAMI BEACH, Florida for a consultation.
What are Daniel Anthony Bakalarz's credentials?
Daniel Anthony Bakalarz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Anthony Bakalarz located?
Daniel Anthony Bakalarz is based in NORTH MIAMI BEACH, Florida, working with UNISON ASSET MANAGEMENT LLC. Their office serves clients in the NORTH MIAMI BEACH metropolitan area and surrounding communities.
How does Daniel Anthony Bakalarz charge for services?
Daniel Anthony Bakalarz's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UNISON ASSET MANAGEMENT LLC?
UNISON ASSET MANAGEMENT LLC has approximately 4 employees and manages $201M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NORTH MIAMI BEACH
Robert Karl Breyer — UNISON ASSET MANAGEMENT LLCMeg Green — MEG GREEN & ASSOCIATES, INC.Alexander Furmanski — UNISON ASSET MANAGEMENT LLCRuth Bacal — PIONEER FAMILY OFFICE, LLCAviram Nahum — PIONEER FAMILY OFFICE, LLC
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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