CRD: 286259
DAN Edwards Investment Advisory Services, LLC
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- Custodian
- --
- Clients
- Retail
- Platforms
- Vital momentum
- Established Date
- 04-07-2017
- Office Locations
- 1
Office Locations
About DAN Edwards Investment Advisory Services, LLC
Dan Edwards Investment Advisory Services is a boutique, founder-led RIA focused on women navigating life transitions (divorce, loss of a spouse, retirement). The firm provides hands-on financial planning, budgeting, and portfolio construction/ongoing management, emphasizing simple investor education and low-cost implementation. Portfolios are managed primarily using low-cost Vanguard mutual funds, with meetings designed to be comfortable and jargon-free.
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Owner & Executives
Daniel Lee Edwards
Investment Advisor
- CRD
- #6742795
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,290,683 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,290,683 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,290,683
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $2,129,407,005 | 26.8% |
| Corporate - Investment Grade | $3,901,264,326 | 49.1% |
| Cash | $1,914,877,195 | 24.1% |
| Total | $7,945,548,526 | 100.0% |