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James Adam Daniel

Managing Principal / Chief Compliance OfficerThe Advisory FirmCRD 4567065

About James Adam Daniel

James Adam Daniel is listed as Managing Principal / Chief Compliance Officer at The Advisory Firm in Alpharetta, GA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of The Advisory Firm
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Adam Daniel work?

James Adam Daniel is listed as Managing Principal / Chief Compliance Officer at The Advisory Firm on SEC Form ADV.

How much of The Advisory Firm does James Adam Daniel own?

Form ADV reports a beneficial ownership band of Over 75%.

The Advisory Firm

TitleManaging Principal / Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2005
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