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DANER WEALTH MANAGEMENT, LLC

Tel: 404-915-0128
11475 Great Oaks Way
Suite 340
Alpharetta, Georgia  30022

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DANER WEALTH MANAGEMENT, LLC

DANER WEALTH MANAGEMENT, LLC is a Alpharetta, Georgia based financial advisory firm with nearly $176,044,000 in assets under management and provides investment advisory services for 622 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Education seminars/workshops

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

317373

SEC#:

801-122891

No. of Clients:

622

Assets under Management

$176,044,000

No. of Advisors:

2

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