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Daniel John Determan

CLF ASSET MANAGEMENT, INC.·MADISON, Wisconsin
Unclaimed Profile
999 FOURIER DRIVE, MADISON, WI 53717CRD# 4908528Firm CRD# 284060
01

About

Daniel John Determan is a registered financial advisor based in MADISON, Wisconsin, affiliated with CLF ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CLF ASSET MANAGEMENT, INC.
CLF ASSET MANAGEMENT, INC.
AUM
$106M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CLF ASSET MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4908528
Firm CRD# 284060
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel John Determan offer?
Daniel John Determan specializes in Financial Planning, Investment Management. Contact their office in MADISON, Wisconsin for a consultation.
What are Daniel John Determan's credentials?
Daniel John Determan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel John Determan located?
Daniel John Determan is based in MADISON, Wisconsin, working with CLF ASSET MANAGEMENT, INC.. Their office serves clients in the MADISON metropolitan area and surrounding communities.
How does Daniel John Determan charge for services?
Daniel John Determan'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 CLF ASSET MANAGEMENT, INC.?
CLF ASSET MANAGEMENT, INC. has approximately 5 employees and manages $106M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Wisconsin
MILWAUKEE (515)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)
City Guides
MILWAUKEE GuideGREEN BAY GuideAPPLETON GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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