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Daniel Investment Associates, LLC

CRD 157284  ·  Santa Barbara, CA  ·  $225.3M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
157284
SEC number
801-77862
Firm type
RIA
Assets under management
$225.3M as of Mar 18, 2026
Website
www.diasocal.com ↗
Phone
805-845-7724
Address
923 Saint Vincent Avenue, Santa Barbara, CA, 93101

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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