Daniel
Yasharel

Royal Alliance Associates, Inc

CRD#1871945
Investment Advisor
in Los Angeles, CA
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About this Advisor

Daniel Yasharel is a certified financial planner who works in Los Angeles, California. Currently a registered investment advisor at Royal Alliance Associates, Inc, they have accumulated an impressive 24 years of work experience as a financial advisor. Yasharel holds a Series 63 license, which designates them as a securities representative. Yasharel is registered to serve customers based out of California and Florida. Their career trajectory has included roles at Royal Alliance Associates, Inc, Nwf Advisory Group, Inc and Nwf Advisory Services, Inc. Royal Alliance Associates, Inc is based out of Los Angeles, California, and operates out of 459 other locations across the country. As a registered investment advisory firm, Royal Alliance Associates, Inc oversees $8 billion in assets throughout 30,657 accounts and employs more than 1,933 people. The amount of assets the firm manages makes it one of the biggest firms in the United States. The firm manages 16,603 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 13% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Royal Alliance Associates, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

24 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

11835 W. Olympic Blvd. Suite 1155 E
Los Angeles, CA 90064

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$12,621,142,596

CA Average: $10,121,009,343
Total Number of Employees

2,951

CA Average: 92
Total Number of Accounts

62,916

CA Average: 6,978
Average Account Size

$200,603

CA Average: $1,450,417

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Daniel Yasharel Work History

Daniel has 24 years of experience.

2005 - Present (14 years)

Nwf Advisory Group, Inc

2005 - Present (14 years)

Nwf Advisory Services, Inc

1994 - Present (25 years)

Royal Alliance Associates, Inc

Disclosures

Daniel Yasharel has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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