Geoffrey
Dann
Dann Asset Advisors, LLC
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About this Advisor
Geoffrey Dann is a financial advisor based in New York, New York with 2 years of relevant experience. Dann works at Dann Asset Advisors, LLC. Dann has gained experience at Dann Asset Advisors, LLC and Darnet Realty Associates, LLC. Dann holds a Series 65 license, certifying them as an investment advisor representative, and is able to work in New York. Dann Asset Advisors, LLC is a registered investment business operating in New York, New York. It oversees $103 million in total assets across its 94 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm provides financial advice to one charitable organizations. Of its 94 customer accounts, 69% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fees charged by Dann Asset Advisors, LLC can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dann Asset Advisors, LLC Brokerage Details
$102,714,500
1
94
$1,092,707
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Geoffrey Dann Work History
Geoffrey has been registered as a financial advisor for 2 years.*
Darnet Realty Associates, LLC
Dann Asset Advisors, 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 Geoffrey Dann 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 Dann Asset Advisors, LLC
New York, NY
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