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Daniel Patrick Casey

Arrowroot Family Office, LLC

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About Daniel Patrick Casey

Daniel Casey is an investment advisor representative with Arrowroot Family Office, LLC. Daniel has been in the industry since 2015 and has held several positions at financial firms, including Edward Jones and Athena Advisory Services. Daniel specializes in investment advice and portfolio management for individuals and families. Daniel is licensed in multiple states and has a strong understanding of the financial markets.

Firm Information

Daniel Casey is currently registered with Arrowroot Family Office, LLC. Arrowroot Family Office, LLC is a registered investment advisor based in Marina del Rey, CA. The firm provides financial planning, portfolio management, and educational seminars for individuals, high-net-worth individuals, and pooled investment vehicles. They manage approximately $308,775,317 in assets, with $284,511,655 of those under discretionary management.
Arrowroot Family Office, LLC

4553 GLENCOE AVENUE

MARINA DEL REY, CA 90292

$308.78M

Assets Under Management

Not reported

Total Clients

12

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Daniel Casey’s Registration & Firm History

MI

11/19/2021 - Present

Arrowroot Family Office, LLC (Rochester Hills MI)

MI

12/03/2015 - 11/28/2018

EDWARD JONES (BIRMINGHAM MI)

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Licenses & Designations

BOTH

Issued 12/23/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/03/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Patrick Casey.
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