AdvisorOS Directory
Claim Profile
DG

Daniel Cook Guy

ETHOS FINANCIAL GROUP, LLC·KING OF PRUSSIA, Pennsylvania
Unclaimed Profile
2200 RENAISSANCE BLVD, KING OF PRUSSIA, PA 19406CRD# 6369748Firm CRD# 321748
01

About

Daniel Cook Guy is a registered financial advisor based in KING OF PRUSSIA, Pennsylvania, affiliated with ETHOS FINANCIAL GROUP, 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
ETHOS FINANCIAL GROUP, LLC
ETHOS FINANCIAL GROUP, LLC
AUM
$914M
Regulatory assets under management
Employees
26
Total firm employees
View all advisors at ETHOS FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6369748
Firm CRD# 321748
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in KING OF PRUSSIA?

Browse all registered financial advisors in KING OF PRUSSIA, Pennsylvania or claim this profile if it's yours.

Browse KING OF PRUSSIA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Daniel Cook Guy offer?
Daniel Cook Guy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KING OF PRUSSIA, Pennsylvania for a consultation.
What are Daniel Cook Guy's credentials?
Daniel Cook Guy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Cook Guy located?
Daniel Cook Guy is based in KING OF PRUSSIA, Pennsylvania, working with ETHOS FINANCIAL GROUP, LLC. Their office serves clients in the KING OF PRUSSIA metropolitan area and surrounding communities.
How does Daniel Cook Guy charge for services?
Daniel Cook Guy's firm is compensated through percentage of aum, hourly charges, 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 ETHOS FINANCIAL GROUP, LLC?
ETHOS FINANCIAL GROUP, LLC has approximately 26 employees and manages $914M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in KING OF PRUSSIA
Patricia Ann Bicket — LOCKWOOD ADVISORS INCChad James Cutcliff — LOCKWOOD ADVISORS INCDavid Richard Hopkins — LOCKWOOD ADVISORS INCRonald Decicco — LOCKWOOD ADVISORS INCDavid Wayne Elkin — CMG INVESTMENT ADVISORS,LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile