Daniel
Kang

Digit Advisors, LLC

CRD#5814153
Investment Advisor
in San Francisco, CA

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About this Advisor

Daniel Kang is a financial advisor working in San Francisco, California who has 3 years of industry experience. Kang is an employee of Digit Advisors, LLC. Over the course of their career, they have held roles at Vista Equity Partners, Square Inc, Hello Digit Inc, Digit Advisors LLC and Mercury Advisory, LLC. Kang has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Digit Advisors, LLC is a financial advisory company operating out of San Francisco, CA. It administers $33 million in assets among its 72,558 accounts, placing it among the smaller investment advisory firms in the nation by assets under management. The firm offers portfolio management for individuals and small businesses. Fees for financial advice typically are based on which services the firm provides the client. However, fees billed by Digit Advisors, LLC typically consist of fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Fixed Fees

Office Location

100 Pine Street 20Th Floor
San Francisco, CA 94111

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Digit Advisors, LLC Brokerage Details

Total Assets Under Management

$33,099,749

CA Average: $7,578,581,321
Total Number of Employees

15

CA Average: 43
Total Number of Accounts

72,558

CA Average: 3,727
Average Account Size

$456

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Daniel Kang Work History

Daniel has been registered as a financial advisor for 3 years.*

2022 - Present (2 years)

Mercury Advisory, LLC

2019 - 2022 (3 years)

Digit Advisors LLC

2018 - 2022 (4 years)

Hello Digit Inc

2014 - 2018 (4 years)

Square Inc

2012 - 2014 (2 years)

Vista Equity Partners

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Daniel Kang to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Digit Advisors, LLC

Daniel Kang
San Francisco, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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