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Building 2DANIEL WEALTH ADVISORS

Map pinCORONA DEL MAR, CA
Phone949-290-0747
NotebookSEC #801-78657
Total AUM
$339.5M
Employees
16
Clients
393

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2930 4TH AVENUE
CORONA DEL MAR
CA 92625
United States
Operating Hours
6:30AM-4:00PM
Monday - Friday
Phone
949-290-0747
Other Offices
2

ReceiptFinancials

Total AUM
$339.5M
Accounts
1,086
Discretionary
$332.3M
Accounts
1,068
Non-Discretionary
$7.2M
Accounts
18

ContactClients

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Individual Clients
263
AUM
$276.9M
HNW Individual Clients
129
AUM
$58.9M
Pension/Profit Sharing Plan Clients
1
AUM
$3.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANVOKTXWA

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

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