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Daniel James Munley

STRATEGOS CAPITAL MANAGEMENT, LLC·PHILADELPHIA, Pennsylvania
Unclaimed Profile
2929 ARCH STREET, PHILADELPHIA, PA 19104CRD# 5887493Firm CRD# 155665
01

About

Daniel James Munley is a registered financial advisor based in PHILADELPHIA, Pennsylvania, affiliated with STRATEGOS CAPITAL MANAGEMENT, LLC. 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
STRATEGOS CAPITAL MANAGEMENT, LLC
STRATEGOS CAPITAL MANAGEMENT, LLC
AUM
$22M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at STRATEGOS CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5887493
Firm CRD# 155665
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel James Munley offer?
Daniel James Munley specializes in Retirement Planning. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.
What are Daniel James Munley's credentials?
Daniel James Munley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel James Munley located?
Daniel James Munley is based in PHILADELPHIA, Pennsylvania, working with STRATEGOS CAPITAL MANAGEMENT, LLC. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.
How does Daniel James Munley charge for services?
Daniel James Munley'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 STRATEGOS CAPITAL MANAGEMENT, LLC?
STRATEGOS CAPITAL MANAGEMENT, LLC has approximately 5 employees and manages $22M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Francis Alexander Scott — GROSVENOR FUND MANAGEMENT INC.David Baker Rubenstein — RUBENSTEIN PARTNERS, L.P.Grant Rawdin — WESCOTT FINANCIAL ADVISORY GROUP LLCLydia Carreiro Sheckels — WESCOTT FINANCIAL ADVISORY GROUP LLCKimberley Ann Hocker — PENN CAPITAL MANAGEMENT COMPANY, INC.
Nearby cities in Pennsylvania
PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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