Sign in
Create a free account
DAN M. WAHBA FINANCIAL SERVICES, LLC
631-209-0643
SEC #801-69540Total AUM
$27.5M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9-5PM
Monday - Friday
Monday - Friday
Phone
631-209-0643
Financials
Total AUM
$27.5M
Accounts
18Discretionary
$0
Accounts
0Non-Discretionary
$27.5M
Accounts
18
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
NY
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.