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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Haven Fuller is a registered investment advisor representative with DCA Family Office, LLC. Daniel has been in the industry since December 2008 and has passed the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination. Daniel has been with DCA Family Office, LLC since March 2023. Previously, Daniel was employed by the California State Teachers Retirement System (CalSTRS) in Sacramento, CA and Mercer Alternatives (fka LP Capital Advisors, Pavilion) in El Dorado Hills, CA. Daniel's firm specializes in providing family office services and has a team of investment adviser representatives.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Family office services
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
09/30/2024 - Present
DCA Family Office, LLC (ROSEVILLE CA)
Active
Inactive
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