DANIEL SANT, CPA
Firm details
- Headquarters
- SHREVEPORT, Louisiana
- CRD number
- 314676
- Fee structure
- Other
- Services
- Financial Planning
Firm profile
FINTRXOverview
Daniel Sant, CPA operates as a limited liability company focused on providing financial planning services. The firm does not classify itself under a specific investment category, indicating a flexible approach to client needs. While it does not engage in capital allocation or ESG investing, its primary focus remains on delivering personalized financial planning to clients. The firm is not a multi-state adviser and does not have affiliations with other advisory firms.
Assets & Accounts
Public Holdings
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
Contacts
1 of 1Daniel Sant
Investment Advisor RepresentativeCRD 7373096
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SHREVEPORT, LA
CADDO
Location
SHREVEPORT, LA
Headquartered in SHREVEPORT, LA, anchoring the Shreveport-Bossier City-Minden, LA metro in the South.
- Metro area
- Shreveport-Bossier City-Minden, LA
- Region
- South
- County
- CADDO
- Address
- 2039 River Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
CASTELLANO & ASSOCIATES
RIASHREVEPORT, LA
LEES MONSOUR GROUP
RIASHREVEPORT, LA
CORNERSTONE INVESTMENT ADVISORS GROUP, LLC
RIASHREVEPORT, LA
MAVEN ROYALTY MANAGEMENT, LLC
RIASHREVEPORT, LA
ADKINS SEALE CAPITAL MANAGEMENT LLC
RIASHREVEPORT, LA
HMV WEALTH ADVISORS, LLC
RIASHREVEPORT, LA