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Daniel Darrin Westin

QUANTITATIVE ADVANTAGE, LLC·MINNETONKA, Minnesota
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10650 RED CIRCLE DRIVE, MINNETONKA, MN 55343CRD# 4198039Firm CRD# 110575
01

About

Daniel Darrin Westin is a registered financial advisor based in MINNETONKA, Minnesota, affiliated with QUANTITATIVE ADVANTAGE, LLC. 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
03

Firm Overview

Firm
QUANTITATIVE ADVANTAGE, LLC
QUANTITATIVE ADVANTAGE, LLC
AUM
$758M
Regulatory assets under management
Employees
22
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4198039
Firm CRD# 110575
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Darrin Westin offer?
Daniel Darrin Westin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MINNETONKA, Minnesota for a consultation.
What are Daniel Darrin Westin's credentials?
Daniel Darrin Westin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Darrin Westin located?
Daniel Darrin Westin is based in MINNETONKA, Minnesota, working with QUANTITATIVE ADVANTAGE, LLC. Their office serves clients in the MINNETONKA metropolitan area and surrounding communities.
How does Daniel Darrin Westin charge for services?
Daniel Darrin Westin'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 QUANTITATIVE ADVANTAGE, LLC?
QUANTITATIVE ADVANTAGE, LLC has approximately 22 employees and manages $758M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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