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POSSNACK, DANIEL J.
909-460-1313
SEC #801-69828Total AUM
$125M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8 A.M.-5 P.M.
Monday - Friday
Monday - Friday
Phone
909-460-1313
Financials
Total AUM
$125M
Accounts
1Discretionary
$0
Accounts
0Non-Discretionary
$125M
Accounts
1
Clients
None reported
Services
Services Offered
Financial PlanningPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed Fee
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.