Daniel
Aronson
Epiq Partners, LLC
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About this Advisor
Daniel Aronson is a chartered financial analyst who works in Minneapolis, Minnesota with a total of 9 years of relevant experience. Aronson works at Epiq Partners, LLC. They have been with Epiq Partners, Llc for the entirety of their career. Aronson maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Minnesota. Epiq Partners, LLC is a financial advisory firm based in Minneapolis, MN. It has $253 million in total assets among its 300 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 300 client accounts, 76% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Epiq Partners, LLC has a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. A financial advisor's fee schedules usually depend on which services are provided. Fee types charged by Epiq Partners, LLC can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Epiq Partners, LLC Brokerage Details
$253,347,348
4
300
$844,491
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Daniel Aronson Work History
Daniel has been registered as a financial advisor for 9 years.*
Epiq Partners, LLC
*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 Aronson 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 Epiq Partners, LLC
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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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