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Leonard Hoerl Paton

DAYBREAK FUND ADVISORS LLC·HOUSTON, Texas
SIE, Series 7, Series 14, Series 24, Series 63, Series 79TO, Series 99TOClean recordDAYBREAK FUND ADVISORS LLC
945 BUNKER HILL, HOUSTON, TX 77024CRD# 2481300Firm CRD# 163267

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Leonard Hoerl Paton · HOUSTON, TX
Registration
CRD #2481300 · DAYBREAK FUND ADVISORS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 63
Series 79TO
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
DAYBREAK FUND ADVISORS LLC
CRD 163267 · SEC 801-107702
AUM
$962M
Regulatory assets under management
Employees
18
6 client accounts
Services offered by DAYBREAK FUND ADVISORS LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at DAYBREAK FUND ADVISORS LLC →
Introduction

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04

Frequently Asked Questions

What services does Leonard Hoerl Paton offer?
Leonard Hoerl Paton specializes in Retirement Planning. Contact their office in HOUSTON, Texas for a consultation.
What are Leonard Hoerl Paton's credentials?
Leonard Hoerl Paton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leonard Hoerl Paton located?
Leonard Hoerl Paton is based in HOUSTON, Texas, working with DAYBREAK FUND ADVISORS LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Leonard Hoerl Paton charge for services?
Leonard Hoerl Paton'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 DAYBREAK FUND ADVISORS LLC?
DAYBREAK FUND ADVISORS LLC has approximately 18 employees and manages $962M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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