D
CRD: 119687
Daniels & Erickson Financial Advisors, LLC
Dallas, TX, 75254
2147508985
$213.6M Total AUM
$213.6M Disc. AUM
10.8% 3Y CAGR
4 Employees
66 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2002
- Office Locations
- 1
Office Locations
5323 Spring Valley RD, Suite 250 Dallas TX
About Daniels & Erickson Financial Advisors, LLC
Daniels & Erickson Financial Advisors, LLC is a Dallas-based RIA. The firm has been operating for 24 years. Managing $213.6M in total assets under management, with 3 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
46 AVG AGE
$71.2M AVG AUM / ADVISOR
$3.2M AVG AUM / CLIENT
21.6 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Focus peak Capital meridian Pioneer frontier Vector
Investment Themes
Focus glacier Atlas signal
Investment Vehicles
Alpha pathway
Services
Beacon matrix Catalyst oak Eagle North wave Foundation capital Signal Pathway optima
Owner & Executives
C
CLAY DONALD DANIELS
Managing Member, Secretary, Senior Manager, Vice President
- CRD
- #4515832
- Ownership
- 25% but less than 50%
(595) 225-3611
radial.value@crestcapital.com
in linkedin.com/in/zenith-meridian
J
JONATHAN FREDERICK ERICKSON
Managing Member, TREASURER, Vice President
- CRD
- --
- Ownership
- 25% but less than 50%
(852) 906-2037
pioneer.prime@momentumcapital.com
in linkedin.com/in/element-delta
Q
Quantum harbor
Meridian eagle
- CRD
- #14191
- Ownership
- 17.9%
(848) 233-9132
matrix.foundation@fusioncapital.com
in linkedin.com/in/matrix-capital
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $213,569,645 | $1,443,038 |
| Non-Discretionary | $0 | -- |
| Total | $213,569,645 | $1,443,038 |
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Separately Managed Accounts
Total SMA Asset: $213,569,645
Public Funds:
5.0% Equity - Exchange:
13.0% Cash:
15.6% Private Funds:
19.5% U.S. Government/Agency:
11.5% Corporate - Non-Investment Grade:
14.9% Municipal Bonds:
20.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $146,485,054 | 5.0% |
| Equity - Exchange | $380,861,139 | 13.0% |
| Cash | $457,033,367 | 15.6% |
| Private Funds | $571,291,709 | 19.5% |
| U.S. Government/Agency | $336,915,623 | 11.5% |
| Corporate - Non-Investment Grade | $436,525,460 | 14.9% |
| Municipal Bonds | $600,588,720 | 20.5% |
| Total | $2,929,701,072 | 100.0% |