D
CRD: 150923
Daniel J. Disimile CFP, LLC
Thousand Oaks, CA
8183210335
$26.6M Total AUM
$26.6M Disc. AUM
-- 3Y CAGR
0 Employees
55 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-30-2009
- Office Locations
- 1
Office Locations
-- Thousand Oaks CA
About Daniel J. Disimile CFP, LLC
Daniel J. Disimile CFP, LLC is a Thousand Oaks-based RIA. The firm has been operating for 16 years. Managing $26.6M in total assets under management, They custody assets with Charles Schwab & Company and Merrill Lynch. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
67 AVG AGE
-- AVG AUM / ADVISOR
$483.3K AVG AUM / CLIENT
16.8 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Summit prime
Investment Themes
Prime harbor Vector momentum Element
Investment Vehicles
Alpha vector
Services
Quantum Oak Focus meridian Glacier unison Vector
Owner & Executives
D
DANIEL JOSEPH DISIMILE
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #1767055
- Ownership
- 75% or more
(592) 697-6392
alpha.alpha@unisoncapital.com
in linkedin.com/in/foundation-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,580,547 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,580,547 | -- |
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Separately Managed Accounts
Total SMA Asset: $26,580,547
Public Funds:
12.4% Cash:
41.2% Municipal Bonds:
46.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $746,911,575 | 12.4% |
| Cash | $2,481,673,943 | 41.2% |
| Municipal Bonds | $2,794,894,927 | 46.4% |
| Total | $6,023,480,445 | 100.0% |