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Building 2DANIELS & ERICKSON FINANCIAL ADVISORS, LLC

Map pinDALLAS, TX
Phone214-750-8985
NotebookSEC #801-67599
Total AUM
$213.6M
Employees
4
Clients
65

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5323 SPRING VALLEY RD, SUITE 250
DALLAS
TX 75254
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
214-750-8985

ReceiptFinancials

Total AUM
$213.6M
Accounts
148
Discretionary
$213.6M
Accounts
148
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
15
AUM
$6.9M
HNW Individual Clients
45
AUM
$190.9M
Corporation or Business Clients
5
AUM
$15.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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