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DANIELS & ERICKSON FINANCIAL ADVISORS, LLC
5323 Spring Valley Rd, Suite 250
Dallas, Texas 75254
Tel: 214-750-8985
About DANIELS & ERICKSON FINANCIAL ADVISORS, LLC
DANIELS & ERICKSON FINANCIAL ADVISORS, LLC, formally registered with the SEC as DANIELS & ERICKSON FINANCIAL ADVISORS, LLC. The firm was established in 03/12/2007. They have over 1 offices throughout the country.
DANIELS & ERICKSON FINANCIAL ADVISORS, LLC is a Dallas, Texas based Financial Planning firm with nearly $170,507,592 assets under management, offering retirement planning & investment advisory services to 133 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 119687 |
| SEC# | 801-67599 |
| Assets Managed by Firm | $170,507,592 |
| No. of Clients | 133 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (THIRD PARTY REFERRAL FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 133 | $170,507,592 |
| Individuals (other than high net worth individuals) | 13 | $4,077,907 |
| High net worth individuals | 38 | $149,905,742 |
| Corporations or other businesses | 6 | $16,523,943 |
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