Daniel Investment Associates, LLC
Firm details
- Headquarters
- Santa Barbara, California
- CRD number
- 157284
- Registered since
- April 2, 2013
- Website
- www.diasocal.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.31%
- Charitable Organizations17.69%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Daniel Investment Associates, LLC is an independent registered investment adviser formed in 2013 and owned by an individual principal. The firm charges clients on a percentage-of-AUM basis and focuses on portfolio management for individuals and small businesses while serving both individual & family and institutional clients. It does not identify as an active ESG investor, is not structured as a capital allocator, and is not reported as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other33%
- Exchange Traded Equities28%
- Private Funds21%
- Cash & Cash Equivalents11%
- Non-Exchange Traded Equities3%
Contacts
1 of 1Gregory Van Wyk
ManagerCRD 4603281
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Santa Barbara, CA
Santa Barbara
Location
Santa Barbara, CA
Headquartered in Santa Barbara, CA, in the West of the United States.
- Region
- West
- County
- Santa Barbara
- Address
- 923 Saint Vincent Ave
- Time zone
- PT (UTC-8)
- Office locations
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