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Daniel Stephen Kurtz

GRAHAM PARTNERS, INC.·NEWTOWN SQUARE, Pennsylvania
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3811 WEST CHESTER PIKE, NEWTOWN SQUARE, PA 19073-2325CRD# 7528405Firm CRD# 157049
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About

Daniel Stephen Kurtz is a registered financial advisor based in NEWTOWN SQUARE, Pennsylvania, affiliated with GRAHAM PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
GRAHAM PARTNERS, INC.
GRAHAM PARTNERS, INC.
AUM
$3.5B
Regulatory assets under management
Employees
78
Total firm employees
View all advisors at GRAHAM PARTNERS, INC. →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7528405
Firm CRD# 157049
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Stephen Kurtz offer?
Daniel Stephen Kurtz specializes in Retirement Planning. Contact their office in NEWTOWN SQUARE, Pennsylvania for a consultation.
What are Daniel Stephen Kurtz's credentials?
Daniel Stephen Kurtz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Stephen Kurtz located?
Daniel Stephen Kurtz is based in NEWTOWN SQUARE, Pennsylvania, working with GRAHAM PARTNERS, INC.. Their office serves clients in the NEWTOWN SQUARE metropolitan area and surrounding communities.
How does Daniel Stephen Kurtz charge for services?
Daniel Stephen Kurtz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRAHAM PARTNERS, INC.?
GRAHAM PARTNERS, INC. has approximately 78 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NEWTOWN SQUARE
Paul Flick Strid — STRID GROUP, LLCSteven Conway Graham — GRAHAM PARTNERS, INC.Dana Haines Stewardson — LOGAN CAPITAL MANAGEMENT, INC.Al Besse — LOGAN CAPITAL MANAGEMENT, INC.Erik Ortlieb Strid — STRID GROUP, 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
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