THE DANIEL FINANCIAL GROUP, LLC

THE DANIEL GROUP
DULUTH, Georgia·1 registered advisor·CRD# 143592
SEC# 801-70372678-672-1490
01

Firm Overview

AUM
$53M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at THE DANIEL FINANCIAL GROUP, LLC

1 registered advisor
Gregory Scott Sloan
DULUTH, Georgia
05

Office Locations

DULUTH, Georgia
1 advisor

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Data sourced from SEC Form ADV filings. THE DANIEL FINANCIAL GROUP, LLC (CRD# 143592) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.