Unclaimed Profile

Danielle Lori Nash

M.KRAUS & COMPANY·SHELBURNE, Vermont

Clean recordM.KRAUS & COMPANY

4076 SHELBURNE ROAD, SHELBURNE, VT 05482CRD# 4907138Firm CRD# 106749

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Danielle Lori Nash · SHELBURNE, VT

Registration

CRD #4907138 · M.KRAUS & COMPANY

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Danielle Lori Nash is a registered financial advisor based in SHELBURNE, Vermont, affiliated with M.KRAUS & COMPANY. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

M. KRAUS & COMPANY

AUM

$494M

Regulatory assets under management

Employees

Total firm employees

View all advisors at M. KRAUS & COMPANY →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4907138

Firm CRD# 106749

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Danielle Lori Nash offer?

Danielle Lori Nash specializes in Investment Management. Contact their office in SHELBURNE, Vermont for a consultation.

What are Danielle Lori Nash's credentials?

Danielle Lori Nash is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Danielle Lori Nash located?

Danielle Lori Nash is based in SHELBURNE, Vermont, working with M.KRAUS & COMPANY. Their office serves clients in the SHELBURNE metropolitan area and surrounding communities.

How does Danielle Lori Nash charge for services?

Danielle Lori Nash'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 M.KRAUS & COMPANY?

M.KRAUS & COMPANY has approximately 5 employees and manages $494M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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