Daniel
Katz

Steele Street Private Wealth Management

CRD#5321599
Investment Advisor
in Denver, CO

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About this Advisor

Daniel Katz is a financial advisor based in Denver, Colorado, with a total of 4 years of industry experience. Katz is an advisor for Steele Street Private Wealth Management. Their career trajectory has included roles at Gill Capital Partners, First Financial Equity Corporation, Ffec Advisory Group LLC, Ubs Financial Services Inc and Steele Street Private Wealth Partners. Katz holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Colorado and Texas. Steele Street Private Wealth Management is a financial advisory firm that has its headquarters in Denver, CO. It has $124 million in assets between its 292 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm serves six charitable organizations. Of its 292 accounts, 45% belong to high-net-worth investors who have more than $1 million in assets available to invest. The firm has a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management usually depend on which services the firm provides the client. However, fees billed by Steele Street Private Wealth Management most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

50 S. Steele Street, Suite 501
Denver, CO 80209

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Steele Street Private Wealth Management Brokerage Details

Total Assets Under Management

$123,732,039

CO Average: $2,349,664,866
Total Number of Employees

2

CO Average: 28
Total Number of Accounts

292

CO Average: 1,101
Average Account Size

$423,740

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Daniel Katz Work History

Daniel has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Steele Street Private Wealth Partners

2017 - 2018 (1 year)

Ubs Financial Services Inc

2014 - 2017 (3 years)

First Financial Equity Corporation

2014 - 2017 (3 years)

Ffec Advisory Group LLC

2013 - 2014 (1 year)

Gill Capital 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 Katz 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 Steele Street Private Wealth Management

Daniel Katz
Denver, CO
Casey Vader
Denver, CO

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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