Gregory
Van Wyk

Daniel Investment Associates, LLC

CRD#4603281
Investment Advisor
in Santa Barbara, CA

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About this Advisor

Gregory Van Wyk is a financial advisor working in Santa Barbara, California, with 11 years in the industry. Van Wyk is on the advisory team at Daniel Investment Associates, LLC. During their career, the advisor has held roles at Daniel Investment Associates, LLC, Fiduciary Investment Council LLC and Kobo Wealth Conservancy. Van Wyk has a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in California. Daniel Investment Associates, LLC is a registered investment firm based in Santa Barbara, California. It oversees $178 million in assets across its 26 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 26 accounts, 100% are associated with high-net-worth individuals who have more than $1 million in assets. Daniel Investment Associates, Llc offers portfolio management for individuals and small businesses. Financial management fees typically vary depending on which services the firm provides the client. Fees charged by Daniel Investment Associates, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Disclosures

Yes

Office Location

923 Saint Vincent Avenue Suite B
Santa Barbara, CA 93101

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Daniel Investment Associates, LLC Brokerage Details

Total Assets Under Management

$178,046,146

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

2

CA Average: 43
Total Number of Accounts

26

CA Average: 3,727
Average Account Size

$6,847,929

CA Average: $2,033,427

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Gregory Van Wyk Work History

Gregory has 11 years of experience.

2011 - Present (11 years)

Daniel Investment Associates, LLC

2015 - 2020 (5 years)

Kobo Wealth Conservancy

2011 - 2015 (4 years)

Fiduciary Investment Council LLC

Disclosures

Gregory Van Wyk has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Daniel Investment Associates, LLC

Gregory Van Wyk
Santa Barbara, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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