This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Truist Bank · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-19-2007
- Office Locations
- 1
Office Locations
About Darda Financial
Darda Financial is a fee-based wealth management and accounting firm serving clients from Lithonia, GA and Winston-Salem, NC. Led by principal advisor Danny Freeman, the firm provides investment management, financial planning, accounting and tax preparation, and insurance. Investment approach centers on aligning risk and return, with SMA assets heavily allocated to ETFs and some U.S. government/agency bonds; custody includes Altruist.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Danny Merle Freeman
Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #2469167
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,598,063 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,598,063 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $29,598,063
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $592,637,946 | 12.1% |
| Corporate - Investment Grade | $2,179,536,247 | 44.5% |
| Equity - Exchange | $1,317,517,417 | 26.9% |
| Cash | $808,142,654 | 16.5% |
| Total | $4,897,834,264 | 100.0% |