DANIEL INVESTMENT ASSOCIATES, LLC
CRD #157284 SEC #801-77862 SANTA BARBARA, CA 805-845-7724
SEC Registered
Total AUM
$220.5M
Discretionary
$294.6K
Employees
1
Clients
--
Accounts
35
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 6, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| VAN WYK, GREGORY, DANIEL | I | ELECTED MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| VAN WYK, GREGORY, DANIEL | I | ELECTED MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| VAN WYK, GREGORY, DANIEL | I | ELECTED MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| VAN WYK, GREGORY, DANIEL | I | ELECTED MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| VAN WYK, GREGORY, DANIEL | I | ELECTED MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| VAN WYK, GREGORY, DANIEL | I | ELECTED MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| VAN WYK, GREGORY, DANIEL | I | ELECTED MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| VAN WYK, GREGORY, DANIEL | I | ELECTED MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| VAN WYK, GREGORY, DANIEL | I | ELECTED MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| VAN WYK, GREGORY, DANIEL | I | INVESTMENT MANAGER/FOUNDER/CCO | E | Control |
| VAN WYK, GREGORY, DANIEL | I | INVESTMENT MANAGER/FOUNDER/CCO | E | Control |
| VAN WYK, GREGORY, DANIEL | I | INVESTMENT MANAGER/FOUNDER/CCO | E | Control |
| VAN WYK, GREGORY, DANIEL | I | INVESTMENT MANAGER/FOUNDER/CCO | E | Control |
| VAN WYK, GREGORY, DANIEL | I | INVESTMENT MANAGER/FOUNDER/CCO | E | Control |
| VAN WYK, GREGORY, DANIEL | I | INVESTMENT MANAGER/FOUNDER/CCO | E | Control |
| VAN WYK, GREGORY, DANIEL | I | INVESTMENT MANAGER/FOUNDER/CCO | E | Control |
| VAN WYK, GREGORY, DANIEL | I | INVESTMENT MANAGER/FOUNDER/CCO | E | Control |
| VAN WYK, GREGORY, DANIEL | I | INVESTMENT MANAGER/FOUNDER/CCO | E | Control |
| VAN WYK, GREGORY, DANIEL | I | INVESTMENT MANAGER/FOUNDER/CCO | E | Control |
| VAN WYK, GREGORY, DANIEL | I | INVESTMENT MANAGER/FOUNDER/CCO | E | Control |
| VAN WYK, GREGORY, DANIEL | I | INVESTMENT MANAGER/FOUNDER/CCO | E | Control |
Registrations
Federal
IA
Aug 6, 2025 REGISTERED
Notice Filings (1)
CA
Address
923 SAINT VINCENT AVENUESUITE B
SANTA BARBARA, CA 93101
United States
Phone: 805-845-7724