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Daniel Investment Associates, LLC

● SEC registered since 2013CRD 157284SEC# 801-77862Santa Barbara, CA
Export (members)
Reg. AUM
$220.5M
Employees
1
Accounts
35
Location
Santa Barbara, CA

Daniel Investment Associates, LLC assets under management

Daniel Investment Associates, LLC is an SEC-registered investment adviser based in Santa Barbara, CA. The firm has been registered since 2013. It reports $220.5 million in regulatory assets under management and employs 1 people.
www.diasocal.comView on SEC.gov ↗

Daniel Investment Associates, LLC owners & executives

1 reported
NameTitleOwnershipSince
Gregory Daniel Van Wyk ControlInvestment Manager/Founder/CcoOver 75%2011

Frequently asked questions

How much does Daniel Investment Associates, LLC manage?

Daniel Investment Associates, LLC reports $220.5 million in regulatory assets under management on its Form ADV.

How many employees does Daniel Investment Associates, LLC have?

Daniel Investment Associates, LLC reports 1 employees.

Where is Daniel Investment Associates, LLC located?

Daniel Investment Associates, LLC is based in Santa Barbara, CA and has been SEC-registered since 2013.

Does Daniel Investment Associates, LLC disclose fund performance?

Daniel Investment Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address923 Saint Vincent Avenue, Suite B, Santa Barbara, CA 93101
Phone805-845-7724
Fax805-845-2840
Office hours8:00 a.m. To 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyYes

Assets under management

Discretionary$295K
Non-discretionary$220.2M
Total (RAUM)$220.5M