| Name | Title | Ownership | Since |
|---|---|---|---|
| Clay Donald Daniels Control | Managing Member/Vice-President/Secretary | 25-50% | 2002 |
| David Lee Nelson Control | Managing Member/President/Chief Compliance Officer | 25-50% | 2002 |
| Jonathan Frederick Erickson Control | Managing Member/Vice-President/Treasurer | 25-50% | 2002 |
Daniels & Erickson Financial Advisors, LLC reports $189.1 million in regulatory assets under management on its Form ADV.
Daniels & Erickson Financial Advisors, LLC reports 4 employees.
Daniels & Erickson Financial Advisors, LLC is based in Dallas, TX and has been SEC-registered since 2007.
Daniels & Erickson Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5323 Spring Valley Rd, Suite 250, Dallas, TX 75254 |
| Phone | 214-750-8985 |
| Fax | 214-739-6555 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $189.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $189.1M |