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Daniel J. DiSimile CFP, LLC
DANIEL J. DISIMILE CFP, LLC is an SEC-registered investment adviser in THOUSAND OAKS, CA. The firm manages approximately $27 million in regulatory assets.
Daniel J. DiSimile CFP, LLC
DANIEL J. DISIMILE CFP, LLC is an SEC-registered investment adviser in THOUSAND OAKS, CA. The firm manages approximately $27 million in regulatory assets. It is based in California.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
City
Thousand Oaks
Corporate office
Schenectady, NY, United States
Principals
Daniel J. DiSimile
Owner and financial advisor
Sector focus
Frequently asked questions
What is Daniel J. DiSimile CFP, LLC?
Daniel J. DiSimile CFP, LLC is a single family office headquartered in Thousand Oaks, United States.
Where is Daniel J. DiSimile CFP, LLC headquartered?
Daniel J. DiSimile CFP, LLC is headquartered in Thousand Oaks, United States, in the North America region.
What does Altss track for Daniel J. DiSimile CFP, LLC?
Altss maintains an OSINT-verified profile of Daniel J. DiSimile CFP, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Daniel J. DiSimile CFP, LLC's website?
Daniel J. DiSimile CFP, LLC's public website is danieljdisimilecfp.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Daniel J. DiSimile CFP, LLC?
Daniel J. DiSimile CFP, LLC is classified by Altss as a Single Family Office, operating from United States within the North America region.
How does Altss source intelligence on Daniel J. DiSimile CFP, LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Daniel J. DiSimile CFP, LLC's Altss profile last updated?
Daniel J. DiSimile CFP, LLC's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.
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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