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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Daniel Investment Associates LLC
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| CRD # | 157284 |
| SEC # | 801-77862 |
| CIK # | |
| AUM | $220.5 M (2025-03-28) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 805-845-7724 |
| Address | 923 Saint Vincent Avenue Santa Barbara, CA 93101 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 31 | 187.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 33.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 35 | 220.5 |
| By Discretionary | ||
| Discretionary | 2 | 0.3 |
| Non-Discretionary | 33 | 220.2 |
| Total | 35 | 220.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 220.5 | |
| Total | 35 | 220.5 |
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|---|---|---|
|
Birch Financial Group LLC
✚
|
NH | 0.2 |
|
Rightwealth Advisors LLC
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0.2 | |
|
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PA | 0.2 |
|
Ouellette Wealth Advisory LLC
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|
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|
Kane Investment Management Inc
✚
|
CA | 0.2 |
|
Blue Spark Capital Advisors LLC
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|
NY | 0.2 |
|
Alcosta Capital Management Inc
✚
|
CA | 0.2 |
|
Financial Institution Services LLC
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|
0.2 | |
|
Kane Company Wealth Management Inc
✚
|
IA | 0.2 |