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Dan Edwards Investment Advisory Services
Dan Edwards Investment Advisory Services is a US-based RIA founded by Dan Edwards, providing personalized investment advisory and portfolio management.
Dan Edwards Investment Advisory Services
DAN EDWARDS INVESTMENT ADVISORY SERVICES, LLC is an SEC-registered investment adviser. The firm manages approximately $5 million in regulatory assets. It has 1 employee.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
US
City
—
Corporate office
United States
Principals
Dan Edwards
Principal
Sector focus
Frequently asked questions
Who is the principal behind Dan Edwards Investment Advisory Services?
The firm is named after its principal, Dan Edwards. He operates as the main advisor. His professional background is not publicly detailed (per public record).
What services does the firm offer?
The firm offers investment advisory services, likely including portfolio management and financial planning. As an RIA, it is subject to regulatory oversight by the SEC or state authorities. Specific service offerings are not detailed in public records.
Is the firm a registered investment advisor?
Based on the firm's legal name including 'Investment Advisory Services', it is likely registered as an RIA with the SEC or state securities regulator. Registration details are not publicly available in this dataset.
What is the firm's geographic focus?
The firm is based in the United States. It likely serves a local or regional client base. No additional office locations are documented (per Altss estimate).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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