Daner Wealth Management, LLC
Daner Wealth Management, LLC (CRD# 317373) is a financial advisory firm headquartered in Alpharetta, GA. They manage $147,573,412 in 604 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
Daner Wealth Management, LLC
By the Numbers
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Total Assets Under Management148MILLION
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Total Number of Accounts604ACCOUNTS
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Average Account Value$244,327
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, GA, LA, NC, TN, TX, VA
Financial Advisors at Daner Wealth Management, LLC
1
Marc Daner (CRD# 1333477) is an Investment Advisor Representative working at Daner Wealth Management, LLC in Alpharetta, GA and has over 33 years of experience in the finance industry.
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