Daniel
Russler
Family Asset Management, LLC
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About this Advisor
Daniel Russler is a financial advisor based in Charleston, South Carolina, working with Family Asset Management, LLC. Daniel has previously held a position at Family Asset Management, LLC. Daniel has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in South Carolina. Currently, Daniel is part of Family Asset Management, LLC, which operates out of Charleston, South Carolina. The firm has 6 employees and manages assets totaling $323.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Family Asset Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Family Asset Management, LLC Brokerage Details
$323,748,302
6
467
$693,251
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Daniel Russler Work History
Family Asset Management, LLC
Disclosures
Please visit the SEC profile of Daniel Russler 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 Family Asset Management, LLC
Charleston, SC
Charleston, SC
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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