Daniel
Casey
Arrowroot Family Office, LLC
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About this Advisor
Daniel Casey is a financial advisor operating out of Rochester, Michigan with 2 years of industry experience. Casey works at Arrowroot Family Office, LLC. During their career, Casey has held roles at University Of Miami, Correct Fitness Systems, Windy City Strength & Conditioning, Edward Jones, Athena Advisory Services Inc, The Athena Financial Group and Arrowroot Family Office, LLC. Casey has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in California, Michigan, Texas and Virginia. Arrowroot Family Office, LLC is a financial advisory business headquartered in Marina Del Rey, CA. It has offices in three locations and a total of 17 employees. It has $252 million in assets under management among its 1,206 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 1,206 client accounts, 36% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Arrowroot Family Office, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors largely vary depending on which service is offered. Fees billed by Arrowroot Family Office, LLC most likely include some blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arrowroot Family Office, LLC Brokerage Details
$251,832,680
17
1,206
$208,816
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Daniel Casey Work History
Daniel has been registered as a financial advisor for 2 years.*
Arrowroot Family Office, LLC
Athena Advisory Services Inc
The Athena Financial Group
Edward Jones
Edward Jones
Windy City Strength & Conditioning
Correct Fitness Systems
University Of Miami
University Of Miami
*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 Casey 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 Arrowroot Family Office, LLC
Marina Del Rey, CA
Marina Del Rey, CA
Rochester, MI
Marina Del Rey, CA
Charlottesville, VA
Marina Del Rey, CA
El Dorado Hills, CA
Marina Del Rey, CA
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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