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

More Retirement Planning firms in Santa Barbara, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

Explore More Retirement Advisors in Santa Barbara, California

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.