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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-23-2006
- Office Locations
- 1
Office Locations
About THE Advisory Firm
The Advisory Firm is a fee-only fiduciary RIA focused on retirees and pre-retirees, delivering integrated financial planning, investment management, and tax strategy. Portfolios are built primarily with actively managed ETF models, monitored weekly and adjusted for changing markets with an emphasis on risk management and retirement income design. Clients also get a custom-built MyVizer financial dashboard for account aggregation, net worth, and cash-flow tracking.
Team overview
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Owner & Executives
JAMES ADAM DANIEL
Advisor, Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #4567065
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $126,393,156 | -- |
| Non-Discretionary | $0 | -- |
| Total | $126,393,156 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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