DANIEL INVESTMENT ASSOCIATES, LLC

SANTA BARBARA, California·1 registered advisor·CRD# 157284
SEC# 801-778620805-845-7724
01

Firm Overview

AUM
$191M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at DANIEL INVESTMENT ASSOCIATES, LLC

1 registered advisor
Gregory Daniel Van Wyk
SANTA BARBARA, California
05

Office Locations

SANTA BARBARA, California
1 advisor

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Data sourced from SEC Form ADV filings. DANIEL INVESTMENT ASSOCIATES, LLC (CRD# 157284) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.