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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