Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Horowitz is an Investment Advisor Representative at Aldrich Wealth LP in LAKE OSWEGO, OR. Daniel has been in the industry for 10 years and has a Series 65 license. Daniel specializes in financial planning, portfolio management, and tax services for individuals, businesses, pension plans, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax 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.
Set rates for specific services, regardless of time or assets managed.
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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OR
08/05/2022 - Present
Aldrich Wealth LP (LAKE OSWEGO OR)
IA
Issued 08/05/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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