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Daniel Romney Blake

PORTSIDE WEALTH GROUP, LLC·PROVO, Utah
Unclaimed Profile
3507 N UNIVERSITY AVE, PROVO, UT 84604CRD# 7701846Firm CRD# 325175
01

About

Daniel Romney Blake is a registered financial advisor based in PROVO, Utah, affiliated with PORTSIDE WEALTH 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
PORTSIDE WEALTH GROUP, LLC
PORTSIDE WEALTH GROUP, LLC
AUM
$885M
Regulatory assets under management
Employees
40
Total firm employees
View all advisors at PORTSIDE WEALTH 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
Regulatory
SEC/IARD CRD# 7701846
Firm CRD# 325175
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Romney Blake offer?
Daniel Romney Blake specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PROVO, Utah for a consultation.
What are Daniel Romney Blake's credentials?
Daniel Romney Blake is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Romney Blake located?
Daniel Romney Blake is based in PROVO, Utah, working with PORTSIDE WEALTH GROUP, LLC. Their office serves clients in the PROVO metropolitan area and surrounding communities.
How does Daniel Romney Blake charge for services?
Daniel Romney Blake'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 PORTSIDE WEALTH GROUP, LLC?
PORTSIDE WEALTH GROUP, LLC has approximately 40 employees and manages $885M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PROVO
Nathan Dale White — PARAGON CAPITAL MANAGEMENT INCBrent Alan Cochran — THE NORDEN GROUP LLCWilliam Travis Snider — PORTSIDE WEALTH GROUP, LLCNatalie Grace Wolfsen — TOWNSQUARE CAPITAL, LLCBradley Steven Jensen — ACCUVEST GLOBAL ADVISORS, INC.
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)SANDY (44)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
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