DANIELS & ERICKSON FINANCIAL ADVISORS, LLC
CRD #119687 SEC #801-67599 DALLAS, TX 214-750-8985
SEC Registered
Total AUM
$189.1M
Discretionary
$189.1M
Employees
4
Clients
10
Accounts
136
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $189.1M | $189.1M | $0 | 4 | 1 |
| Feb 2024 | $170.5M | $170.5M | $0 | 4 | 1 |
| Feb 2023 | $156.9M | $156.9M | $0 | 4 | 1 |
| Mar 2022 | $118.1M | $118.1M | $0 | 4 | 1 |
| Oct 2021 | $109.1M | $109.1M | $0 | 5 | 2 |
| Mar 2021 | $109.1M | $109.1M | $0 | 5 | 2 |
| Oct 2020 | $106.1M | $106.1M | $0 | 5 | 1 |
| Jun 2020 | $106.1M | $106.1M | $0 | 5 | 1 |
| Mar 2020 | $106.1M | $106.1M | $0 | 5 | 1 |
| Feb 2019 | $91.8M | $91.8M | $0 | 5 | 3 |
| Mar 2018 | $97.8M | $97.8M | $0 | 6 | 2 |
| Mar 2017 | $128.4M | $92.9M | $35.5M | 6 | 26 |
| Feb 2016 | $98.7M | $98.7M | $0 | 6 | 26 |
| Feb 2015 | $101M | $101M | $0 | 6 | 26 |
| Mar 2014 | $113.1M | $113.1M | $0 | 4 | 26 |
| Feb 2014 | $113.1M | $113.1M | $0 | 4 | 26 |
| Mar 2013 | $104.6M | $104.6M | $0 | 4 | 26 |
| Mar 2013 | $104.6M | $104.6M | $0 | 4 | 26 |
| Jan 2013 | $98.2M | $98.2M | $0 | 4 | 26 |
| Mar 2012 | $98.2M | $98.2M | $0 | 1 | 26 |
| Mar 2011 | $97.3M | $97.3M | $0 | 5 | -- |
| Mar 2009 | $80.2M | $78.7M | $1.5M | 5 | -- |
| Jan 2008 | $87.2M | $85.2M | $2M | 5 | -- |
| Aug 2007 | $78.8M | $78.8M | $0 | 5 | -- |
| Mar 2007 | $78.8M | $78.8M | $0 | 5 | -- |
| Feb 2007 | $78.8M | $78.8M | $0 | 5 | -- |
DateMar 2025
Total AUM$189.1M
Discretionary$189.1M
Non-Disc.$0
Employees4
Clients1
DateFeb 2024
Total AUM$170.5M
Discretionary$170.5M
Non-Disc.$0
Employees4
Clients1
DateFeb 2023
Total AUM$156.9M
Discretionary$156.9M
Non-Disc.$0
Employees4
Clients1
DateMar 2022
Total AUM$118.1M
Discretionary$118.1M
Non-Disc.$0
Employees4
Clients1
DateOct 2021
Total AUM$109.1M
Discretionary$109.1M
Non-Disc.$0
Employees5
Clients2
DateMar 2021
Total AUM$109.1M
Discretionary$109.1M
Non-Disc.$0
Employees5
Clients2
DateOct 2020
Total AUM$106.1M
Discretionary$106.1M
Non-Disc.$0
Employees5
Clients1
DateJun 2020
Total AUM$106.1M
Discretionary$106.1M
Non-Disc.$0
Employees5
Clients1
DateMar 2020
Total AUM$106.1M
Discretionary$106.1M
Non-Disc.$0
Employees5
Clients1
DateFeb 2019
Total AUM$91.8M
Discretionary$91.8M
Non-Disc.$0
Employees5
Clients3
DateMar 2018
Total AUM$97.8M
Discretionary$97.8M
Non-Disc.$0
Employees6
Clients2
DateMar 2017
Total AUM$128.4M
Discretionary$92.9M
Non-Disc.$35.5M
Employees6
Clients26
DateFeb 2016
Total AUM$98.7M
Discretionary$98.7M
Non-Disc.$0
Employees6
Clients26
DateFeb 2015
Total AUM$101M
Discretionary$101M
Non-Disc.$0
Employees6
Clients26
DateMar 2014
Total AUM$113.1M
Discretionary$113.1M
Non-Disc.$0
Employees4
Clients26
DateFeb 2014
Total AUM$113.1M
Discretionary$113.1M
Non-Disc.$0
Employees4
Clients26
DateMar 2013
Total AUM$104.6M
Discretionary$104.6M
Non-Disc.$0
Employees4
Clients26
DateMar 2013
Total AUM$104.6M
Discretionary$104.6M
Non-Disc.$0
Employees4
Clients26
DateJan 2013
Total AUM$98.2M
Discretionary$98.2M
Non-Disc.$0
Employees4
Clients26
DateMar 2012
Total AUM$98.2M
Discretionary$98.2M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$97.3M
Discretionary$97.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$80.2M
Discretionary$78.7M
Non-Disc.$1.5M
Employees5
Clients--
DateJan 2008
Total AUM$87.2M
Discretionary$85.2M
Non-Disc.$2M
Employees5
Clients--
DateAug 2007
Total AUM$78.8M
Discretionary$78.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$78.8M
Discretionary$78.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$78.8M
Discretionary$78.8M
Non-Disc.$0
Employees5
Clients--