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Daniel Francis Nakahara

North Berkeley Wealth Management, LLC

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About Daniel Francis Nakahara

Daniel Francis Nakahara is a registered Investment Advisor Representative. Daniel is associated with North Berkeley Wealth Management, LLC, located in Berkeley, CA. Daniel's firm has been in business for over 7 years. North Berkeley Wealth Management, LLC has 12 investment advisor representatives and $613 million in assets under management. They specialize in providing financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Daniel Nakahara is currently registered with North Berkeley Wealth Management, LLC. North Berkeley Wealth Management, LLC is a Berkeley, CA-based Registered Investment Advisor (RIA) that provides financial planning and portfolio management for individuals, high-net-worth individuals, and charitable organizations. They manage over $613 million in assets for 1,465 clients. The firm offers a range of services, including financial planning, investment management, and selection of other advisers.
North Berkeley Wealth Management, LLC

1820 SOLANO AVE

BERKELEY, CA 94707

$613.13M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Nakahara’s Registration & Firm History

CA

02/15/2017 - Present

North Berkeley Wealth Management, LLC (BERKELEY CA)

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Licenses & Designations

IA

Issued 02/15/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Francis Nakahara.
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