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Daniel Investment Associates

EST. AUM
$220,524,940

CONTACTS
1

CLIENT ACCOUNTS
35

Firm Details

Metro area Los Angeles
CRD Number 157284
Website diasb.com
Client types

Overview

Daniel Investment Associates is an SEC-Registered Investment Advisor (RIA), headquartered in Santa Barbara, CA. They help several families, private foundations and individuals invest and manage their wealth.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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