Daniel
Hauschild
Valley Wealth Managers, Inc
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About this Advisor
Daniel Hauschild is a financial advisor based in Wilmington, Delaware, working with Valley Wealth Managers, Inc. Daniel has previously held positions at Oppenheimer & Co. Inc, Hallmark Capital Management, Valley Wealth Managers, Inc, and Jpmorgan Securities LLC. Daniel has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Delaware. Currently, Daniel is part of Valley Wealth Managers, Inc, which operates out of Wilmington, Delaware. The firm has 13 offices and 52 employees. The firm manages assets totaling $2.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Valley Wealth Managers, Inc includes asset-based and hourly fees.
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Valley Wealth Managers, Inc Brokerage Details
$2,246,985,760
52
1,997
$1,125,181
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Daniel Hauschild Work History
Valley Wealth Managers, Inc
Hallmark Capital Management
Jpmorgan Securities LLC
Oppenheimer & Co. Inc
Disclosures
Please visit the SEC profile of Daniel Hauschild to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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