Daniel Investment Associates, LLC
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
Years of Experience
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Daniel Investment Associates, LLC Brokerage Details
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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.
Daniel Investment Associates, LLC
Kobo Wealth Conservancy
Fiduciary Investment Council LLC
Gregory Van Wyk has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Daniel Investment Associates, LLC
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 email@example.com.
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