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Daniel Joseph Evans

STRATEGY CAP, LLC·BEND, Oregon
Unclaimed Profile
360 SW POWERHOUSE DRIVE, BEND, OR 97702CRD# 2558673Firm CRD# 323391
01

About

Daniel Joseph Evans is a registered financial advisor based in BEND, Oregon, affiliated with STRATEGY CAP, 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
STRATEGY CAP, LLC
STRATEGY CAP, LLC
AUM
$48M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at STRATEGY CAP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2558673
Firm CRD# 323391
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Joseph Evans offer?
Daniel Joseph Evans specializes in Financial Planning, Investment Management. Contact their office in BEND, Oregon for a consultation.
What are Daniel Joseph Evans's credentials?
Daniel Joseph Evans is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Joseph Evans located?
Daniel Joseph Evans is based in BEND, Oregon, working with STRATEGY CAP, LLC. Their office serves clients in the BEND metropolitan area and surrounding communities.
How does Daniel Joseph Evans charge for services?
Daniel Joseph Evans'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 STRATEGY CAP, LLC?
STRATEGY CAP, LLC has approximately 2 employees and manages $48M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)EUGENE (40)SALEM (35)BEAVERTON (27)
City Guides
PORTLAND GuideLAKE OSWEGO GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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