← Back to search
DANIELS & ERICKSON FINANCIAL ADVISORS, LLC
CRD 119687 · SEC 801-67599
5323 SPRING VALLEY RD, SUITE 250, DALLAS, TX, 75254, United States
Phone
214-750-8985
Fax
214-739-6555
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$213.6M
Discretionary AUM
$213.6M
Team
4 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; THIRD PARTY REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $6.9M |
| High net worth individuals | 45 | $190.9M |
| Corporations/business entities | 5 | $15.8M |
States served
TX
Official SEC filing: View on IAPD