Daniel
Clifton
Strategas Asset Management, LLC
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About this Advisor
Daniel Clifton is a financial advisor based in Washington, District of Columbia, working with Strategas Asset Management, LLC. Daniel has previously held a position at Strategas Securities LLC Dba Strategas Research Partners, LLC. Daniel has passed the Series 66 regulatory exam and is registered to provide services in the District of Columbia. Currently, Daniel is part of Strategas Asset Management, LLC, which operates out of Washington, District of Columbia. The firm has 1 office and 25 employees. The firm manages assets totaling $446.5 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and other services. The fee structure at Strategas Asset Management, LLC includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Strategas Asset Management, LLC Brokerage Details
$446,469,468
25
28
$15,945,338
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other
Daniel Clifton Work History
Strategas Securities LLC Dba Strategas Research Partners,LLC
Disclosures
Please visit the SEC profile of Daniel Clifton 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 Strategas Asset Management, LLC
New York, NY
Washington, DC
New York, NY
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