DANIEL INVESTMENT ASSOCIATES, LLC
SEC Form ADV profile.
Total regulatory AUM
$225,253,116
Discretionary
$203,617
Non-discretionary
$225,049,499
Firm details
- CRD number
- 157284
- SEC file number
- 801-77862
- Main office
- SANTA BARBARA, CA, United States
- Employees
- 1
- SEC status
- Approved
- Website
- https://www.diasocal.com
- Fee structure
-
Percentage of AUM
As of November 2026.