$1.9M Total AUM
$1.9M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
3 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-14-2022
- Office Locations
- 1
Office Locations
-- Holly MI
About Daniel Ryan Financial LLC
Daniel Ryan Financial LLC is an independent RIA founded in 2022 by adviser Dan Ryan (formerly Jackson Financial). The firm serves individuals and families with holistic financial planning-investment, tax, retirement and estate planning-and builds risk-tolerance-based portfolios, primarily using mutual funds and ETFs. Custody is supported through Interactive Brokers and Vanguard.
Team overview
-- AVG AGE
$1.9M AVG AUM / ADVISOR
$370.3K AVG AUM / CLIENT
3.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
D
DANIEL CHARLES RYAN
Chief Compliance Officer, President
- CRD
- #6335099
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,851,315 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,851,315 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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