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| Keyboard |
| Daniels & Erickson Financial Advisors LLC
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|---|---|
| CRD # | 119687 |
| SEC # | 801-67599 |
| CIK # | |
| AUM | 213.6 M (2026-03-11) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 214-750-8985 |
| Address | 5323 Spring Valley Rd, Suite 250 Dallas, TX 75254 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 6.9 |
| (b) Individuals (high net worth individuals) | 45 | 190.9 |
| (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 | 0 | 0.0 |
| (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 | 5 | 15.8 |
| (n) Other | 0 | 0.0 |
| Total | 148 | 213.6 |
| By Discretionary | ||
| Discretionary | 148 | 213.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 148 | 213.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 213.6 | |
| Total | 148 | 213.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Summit Portfolio Management LLC
✚
|
NV | 214.0 M |
|
Premis Advisors LLC
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|
Global Trust Wealth Management LLC
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|
Coastline Complete Wealth LLC
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|
Argyle Capital Partners LLC
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|
Gunn & Company Investment Management Inc
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|
Signal Tree Financial Partners LLC
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OH | 213.4 M |
|
MIAI Inc
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|
TX | 213.3 M |
|
Dominguez Wealth Management Solutions Inc
✚
|
VA | 213.1 M |
|
JE Simmons & Co PC
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