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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Daniels & Erickson Financial Advisors LLC
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|---|---|
| CRD # | 119687 |
| SEC # | 801-67599 |
| CIK # | |
| AUM | $189.1 M (2025-03-26) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 214-750-8985 |
| Address | 5323 Spring Valley Rd, Suite 250 Dallas, TX 75254 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 4.6 |
| (b) Individuals (high net worth individuals) | 42 | 168.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 15.8 |
| (n) Other | 0 | 0.0 |
| Total | 136 | 189.1 |
| By Discretionary | ||
| Discretionary | 136 | 189.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 136 | 189.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 189.1 | |
| Total | 136 | 189.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fairbank Investment Management Limited
✚
|
0.2 | |
|
Capital Asset Management LLC
✚
|
CO | 0.2 |
|
Paradigm Institutional Investors LLC
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|
TX | 0.2 |
|
Hager Investment Management Services LLC
✚
|
NH | 0.2 |
|
MIAI Inc
✚
|
TX | 0.2 |
|
Inman Jager Wealth Management LLC
✚
|
MS | 0.2 |
|
Copper Beech Financial Group LLC
✚
|
NJ | 0.2 |
|
Power Asset Management LLC
✚
|
CA | 0.2 |
|
Foster & Wood Inc
✚
|
OR | 0.2 |
|
Fortune 45 LLC
✚
|
LA | 0.2 |