DANIELS & ERICKSON FINANCIAL ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$213,569,645
Discretionary
$213,569,645
Non-discretionary
$0
Firm details
- CRD number
- 119687
- SEC file number
- 801-67599
- Main office
- DALLAS, TX, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of November 2026.