Daniel Investment Associates, LLC
Daniel Investment Associates, LLC is an SEC-registered ria in Santa Barbara, CA with $225.3M assets under management (AUM, regulatory AUM), +2% over one year. See who owns Daniel Investment Associates, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 157284, SEC 801-77862, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $225.3M (2026-03-18)
- Firm type
- Ria
- Location
- Santa Barbara, CA
- Employees
- 1
- Clients
- 33
- CRD
- 157284
- Ownership
- VAN WYK, GREGORY, DANIEL
How much AUM does Daniel Investment Associates, LLC have?
Daniel Investment Associates, LLC reported $225.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Daniel Investment Associates, LLC?
Disclosed owners and executives of Daniel Investment Associates, LLC include VAN WYK, GREGORY, DANIEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.