DANIEL INVESTMENT ASSOCIATES, LLC

923 Saint Vincent Avenue
Suite B
Santa Barbara, California 93101
Tel: 805-845-7724

About DANIEL INVESTMENT ASSOCIATES, LLC

DANIEL INVESTMENT ASSOCIATES, LLC, formally registered with the SEC as DANIEL INVESTMENT ASSOCIATES, LLC. The firm was established in 04/02/2013. They have over 1 offices throughout the country.

DANIEL INVESTMENT ASSOCIATES, LLC is a Santa Barbara, California based Financial Planning firm with nearly $191,407,354 assets under management, offering retirement planning & investment advisory services to 112 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	157284
SEC#	801-77862
Assets Managed by Firm	$191,407,354
No. of Clients	112
No. of Advisors	1

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	112	$191,407,354
High net worth individuals	24	$164,182,854
Pension and profit sharing plans	5	$27,224,500

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