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DANIEL INVESTMENT ASSOCIATES, LLC

CRD 157284 · SEC 801-77862

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923 SAINT VINCENT AVENUE, SUITE B, SANTA BARBARA, CA, 93101, United States

Phone

805-845-7724

Fax

805-845-2840

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$225.3M

Discretionary AUM

$204K

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-18

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
High net worth individuals28$185.4M
Charitable organizations5$39.8M

States served

CA

All web addresses on file

Official SEC filing: View on IAPD