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Daniel Giuseppe Ippolito

Cabana Asset Management

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About Daniel Giuseppe Ippolito

Daniel Ippolito is an investment advisor representative with Cabana Asset Management, based in Plano, Texas. Daniel has been in the financial services industry for over 12 years, and has experience in providing financial planning and investment advice to a wide range of clients, including individuals, families, businesses, and other investment advisors. Daniel also has a law degree and is licensed to practice law in the state of Arkansas.

Firm Information

Daniel Ippolito is currently registered with Cabana Asset Management. Cabana Asset Management is an investment advisor headquartered in Fayetteville, Arkansas, managing over $738.65 million in assets. They offer a range of services, including financial planning, pension consulting, portfolio management for businesses, individuals, and pooled investment vehicles, and provide sub-advisory services for other advisors. The firm caters to a diverse client base, including individuals, high-net-worth individuals, corporations, investment companies, CITs, and other investment advisors.
Cabana Asset Management

220 S. SCHOOL AVE.

FAYETTEVILLE, AR 72701

$738.65M

Assets Under Management

Not reported

Total Clients

15

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisory services for other advisers

Sub-advisory services for other advisers

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 Ippolito’s Registration & Firm History

TX

03/27/2017 - Present

Cabana Asset Management (Plano TX)

TX

12/06/2011 - 09/18/2012

BALANCED FINANCIAL SECURITIES LLC (PLANO TX)

TX

09/11/2008 - 11/06/2009

KCD FINANCIAL, INC. (DALLAS TX)

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Licenses & Designations

IA

Issued 03/27/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/14/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/14/2008

Series 24 - General Securities Principal Examination

BC

Issued 09/09/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Giuseppe Ippolito.
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