Danny
Allizadeh

Position Wealth

CRD#3132836
Investment Advisor
in Spring, TX

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About this Advisor

Danny Allizadeh is a financial advisor based in Spring, Texas, working with Position Wealth. Danny has previously held positions at Position Wealth LLC, Merrill Lynch, and Tcwp LLC Dba Position Wealth. Danny has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Florida, Louisiana, and Texas. Currently, Danny is part of Position Wealth, which operates out of Spring, Texas. The firm has one office and two employees. The firm manages assets totaling $166.4 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, and the selection of other advisers. The fee structure at Position Wealth includes asset-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

2001 Timberloch Place Suite 500
Spring, TX 77380

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Position Wealth Brokerage Details

Total Assets Under Management

$166,365,426

TX Average: $3,042,739,679
Total Number of Employees

2

TX Average: 49
Total Number of Accounts

183

TX Average: 2,315
Average Account Size

$909,101

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Danny Allizadeh Work History

2023 - Present (1 year)

Position Wealth LLC

2019 - 2023 (4 years)

Tcwp LLC Dba Position Wealth

2010 - 2019 (9 years)

Merrill Lynch

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Danny Allizadeh 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 Position Wealth

Cary Marger
Spring, TX
Danny Allizadeh
Spring, TX

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