Active
DANIEL INVESTMENT ASSOCIATES, LLC
Investment Advice|SANTA BARBARA, CA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$220.5M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 295K |
| Non-Discretionary | 220.2M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 157284 |
| SEC Number | 801-77862 |
| Street Address | 923 SAINT VINCENT AVENUE |
| Street Address 2 | SUITE B |
| Location | SANTA BARBARA, CA 93101 |
| Country | United States |
| Phone | 805-845-7724 |
| Fax | 805-845-2840 |
| Total Employees | 1 |
Client Count by Type (35 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 31 |
| Charitable Organizations | 4 |
Community Partners
CITY OF BUELLTON
CITY OF CARPINTERIA
CITY OF GOLETA
CITY OF GUADALUPE
CITY OF LOMPOC
CITY OF SANTA BARBARA
CITY OF SANTA MARIA
CITY OF SOLVANG
COUNTY OF SANTA BARBARA
CITY OF BUELLTON
CITY OF CARPINTERIA
CITY OF GOLETA
CITY OF GUADALUPE
CITY OF LOMPOC
CITY OF SANTA BARBARA
CITY OF SANTA MARIA
CITY OF SOLVANG
COUNTY OF SANTA BARBARA
CITY OF BUELLTON
CITY OF CARPINTERIA
CITY OF GOLETA
CITY OF GUADALUPE
CITY OF LOMPOC
CITY OF SANTA BARBARA
CITY OF SANTA MARIA
CITY OF SOLVANG
COUNTY OF SANTA BARBARA
Municipal Government
9 Active
9
Organizations
AGRICULTURAL COMMISSIONER
CACHUMA CONSERVATION RELEASE BOARD
CACHUMA RESOURCE CONSERVATION DISTRICT
CARPINTERIA GROUNDWATER SUSTAINABILITY AGENCY
CARPINTERIA PUBLIC CEMETERY DIST
CARPINTERIA SANITARY DISTRICT
CARPINTERIA SUMMERLAND FIRE PROTECTION DIST
CARPINTERIA VALLEY COUNTY WATER DISTRICT
CARPINTERIA VALLEY WATER DISTR
CASMALIA COMMUNITY SERVICES DIST
CENTRAL COAST WATER AUTHORITY
CUYAMA BASIN GROUNDWATER SUSTAINABILITY AGENCY
CUYAMA BASIN WATER DISTRICT
CUYAMA COMMUNITY SERVICES DISTRICT
CUYAMA VALLEY RECREATION AND PARK DISTRICT
EMBARCADERO MUNICIPAL IMPROVEMENT DISTRICT
GOLETA CEMETERY DISTRICT
GOLETA SANITARY DISTRICT
GOLETA WATER DISTRICT
GOLETA WEST SANITARY DISTRICT
AGRICULTURAL COMMISSIONER
CACHUMA CONSERVATION RELEASE BOARD
CACHUMA RESOURCE CONSERVATION DISTRICT
CARPINTERIA GROUNDWATER SUSTAINABILITY AGENCY
CARPINTERIA PUBLIC CEMETERY DIST
CARPINTERIA SANITARY DISTRICT
CARPINTERIA SUMMERLAND FIRE PROTECTION DIST
CARPINTERIA VALLEY COUNTY WATER DISTRICT
CARPINTERIA VALLEY WATER DISTR
CASMALIA COMMUNITY SERVICES DIST
CENTRAL COAST WATER AUTHORITY
CUYAMA BASIN GROUNDWATER SUSTAINABILITY AGENCY
CUYAMA BASIN WATER DISTRICT
CUYAMA COMMUNITY SERVICES DISTRICT
CUYAMA VALLEY RECREATION AND PARK DISTRICT
EMBARCADERO MUNICIPAL IMPROVEMENT DISTRICT
GOLETA CEMETERY DISTRICT
GOLETA SANITARY DISTRICT
GOLETA WATER DISTRICT
GOLETA WEST SANITARY DISTRICT
AGRICULTURAL COMMISSIONER
CACHUMA CONSERVATION RELEASE BOARD
CACHUMA RESOURCE CONSERVATION DISTRICT
CARPINTERIA GROUNDWATER SUSTAINABILITY AGENCY
CARPINTERIA PUBLIC CEMETERY DIST
CARPINTERIA SANITARY DISTRICT
CARPINTERIA SUMMERLAND FIRE PROTECTION DIST
CARPINTERIA VALLEY COUNTY WATER DISTRICT
CARPINTERIA VALLEY WATER DISTR
CASMALIA COMMUNITY SERVICES DIST
CENTRAL COAST WATER AUTHORITY
CUYAMA BASIN GROUNDWATER SUSTAINABILITY AGENCY
CUYAMA BASIN WATER DISTRICT
CUYAMA COMMUNITY SERVICES DISTRICT
CUYAMA VALLEY RECREATION AND PARK DISTRICT
EMBARCADERO MUNICIPAL IMPROVEMENT DISTRICT
GOLETA CEMETERY DISTRICT
GOLETA SANITARY DISTRICT
GOLETA WATER DISTRICT
GOLETA WEST SANITARY DISTRICT
Special District
57 Active
57
Organizations
ALLAN HANCOCK JOINT COMMUNITY COLLEGE DISTRICT
BALLARD ELEM SCH DIST
BLOCHMAN UNION ELEM SCH DIST
BUELLTON UNION ELEM SCH DIST
CARPINTERIA UNIFIED SCH DIST
CARP UNIFIED SCHOOL DIST. DIST. OFFICE
COLD SPRING ELEM SCH DIST
COLLEGE ELEM SCH DIST
College School District
CUYAMA JT UNIFIED SCH DIST
GOLETA UNION SCH DIST
GUADALUPE JT ELEM SCH DIST
HOPE ELEM SCH DIST
LOMPOC UNIFIED SCH DIST
LOS OLIVOS ELEM SCH DIST
MONTECITO ELEM SCH DIST
ORCUTT UNION SCHOOL DISTRICT
PEABODY CHARTER SCHOOL
SANTA BARBARA CITY COLLEGE
Santa Barbara Community College District
ALLAN HANCOCK JOINT COMMUNITY COLLEGE DISTRICT
BALLARD ELEM SCH DIST
BLOCHMAN UNION ELEM SCH DIST
BUELLTON UNION ELEM SCH DIST
CARPINTERIA UNIFIED SCH DIST
CARP UNIFIED SCHOOL DIST. DIST. OFFICE
COLD SPRING ELEM SCH DIST
COLLEGE ELEM SCH DIST
College School District
CUYAMA JT UNIFIED SCH DIST
GOLETA UNION SCH DIST
GUADALUPE JT ELEM SCH DIST
HOPE ELEM SCH DIST
LOMPOC UNIFIED SCH DIST
LOS OLIVOS ELEM SCH DIST
MONTECITO ELEM SCH DIST
ORCUTT UNION SCHOOL DISTRICT
PEABODY CHARTER SCHOOL
SANTA BARBARA CITY COLLEGE
Santa Barbara Community College District
ALLAN HANCOCK JOINT COMMUNITY COLLEGE DISTRICT
BALLARD ELEM SCH DIST
BLOCHMAN UNION ELEM SCH DIST
BUELLTON UNION ELEM SCH DIST
CARPINTERIA UNIFIED SCH DIST
CARP UNIFIED SCHOOL DIST. DIST. OFFICE
COLD SPRING ELEM SCH DIST
COLLEGE ELEM SCH DIST
College School District
CUYAMA JT UNIFIED SCH DIST
GOLETA UNION SCH DIST
GUADALUPE JT ELEM SCH DIST
HOPE ELEM SCH DIST
LOMPOC UNIFIED SCH DIST
LOS OLIVOS ELEM SCH DIST
MONTECITO ELEM SCH DIST
ORCUTT UNION SCHOOL DISTRICT
PEABODY CHARTER SCHOOL
SANTA BARBARA CITY COLLEGE
Santa Barbara Community College District
School District
28 Active
28
Organizations
12 ROCKS INTERNATIONAL
12TH MAN FOUNDATION
1600 CLUB OF SANTA MARIA
180 DEGREES CONSULTING AT SANTA BARBARA
1998 AMPERSAND CAPITAL, LLC
1TO4
2005 TOMCHIN FAMILY CHARITABLE TRUST
2nd LOUISE MOLLATH CHARITABLE REMAINDER
2ND STORY ASSOCIATES
42MM GOLF INC
4998 Ponderosa way
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
12 ROCKS INTERNATIONAL
12TH MAN FOUNDATION
1600 CLUB OF SANTA MARIA
180 DEGREES CONSULTING AT SANTA BARBARA
1998 AMPERSAND CAPITAL, LLC
1TO4
2005 TOMCHIN FAMILY CHARITABLE TRUST
2nd LOUISE MOLLATH CHARITABLE REMAINDER
2ND STORY ASSOCIATES
42MM GOLF INC
4998 Ponderosa way
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
12 ROCKS INTERNATIONAL
12TH MAN FOUNDATION
1600 CLUB OF SANTA MARIA
180 DEGREES CONSULTING AT SANTA BARBARA
1998 AMPERSAND CAPITAL, LLC
1TO4
2005 TOMCHIN FAMILY CHARITABLE TRUST
2nd LOUISE MOLLATH CHARITABLE REMAINDER
2ND STORY ASSOCIATES
42MM GOLF INC
4998 Ponderosa way
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization
3195 Active
3195
Organizations
Community Partners137 organizations
CITY OF CARPINTERIA
Municipal Government·CARPINTERIA
AGRICULTURAL COMMISSIONER
Special District·SANTA BARBARA
CACHUMA RESOURCE CONSERVATION DISTRICT
Special District·SANTA MARIA
CARPINTERIA PUBLIC CEMETERY DIST
Special District·CARPINTERIA
CARPINTERIA VALLEY WATER DISTR
Special District·CARPINTERIA
CASMALIA COMMUNITY SERVICES DIST
Special District·CASMALIA
CUYAMA BASIN GROUNDWATER SUSTAINABILITY AGENCY
Special District·BAKERSFIELD
CUYAMA COMMUNITY SERVICES DISTRICT
Special District·NEW CUYAMA
CUYAMA VALLEY RECREATION AND PARK DISTRICT
Special District·NEW CUYAMA
EMBARCADERO MUNICIPAL IMPROVEMENT DISTRICT
Special District·GOLETA
GOLETA CEMETERY DISTRICT
Special District·SANTA BARBARA
GUADALUPE CEMETERY DISTRICT
Special District·GUADALUPE
ISLA VISTA COMMUNITY SERVICES DISTRICT
Special District·GOLETA
LOMPOC CEMETERY DISTRICT
Special District·LOMPOC
LOS ALAMOS CEMETERY DISTRICT
Special District·LOS ALAMOS
LOS ALAMOS COMMUNITY SERVICES DISTRICT
Special District·LOS ALAMOS
MISSION HILLS COMMUNITY SERVICES DISTRICT
Special District·LOMPOC
MONTECITO FIRE PROTECTION DISTRICT
Special District·SANTA BARBARA
MONTECITO SANITARY DISTRICT
Special District·SANTA BARBARA
MONTECITO WATER DISTRICT
Special District·SANTA BARBARA
OAK HILL CEMETERY DISTRICT
Special District·SOLVANG
Santa Barbara County CFD No 201
Special District
SANTA BARBARA COUNTY LOCAL TRANSPORTATION AUTHORITY
Special District·SANTA BARBARA
Santa Barbara Finance Authority
Special District
Santa Barbara Financing Authority
Special District
SANTA MARIA CEMETERY DISTRICT
Special District·SANTA MARIA
SANTA MARIA PUBLIC FINANCING AUTHORITY
Special District·SANTA MARIA
SANTA MARIA VALLEY WATER CONSERVATION DISTRICT
Special District·SANTA MARIA
SANTA RITA HILLS COMMUNITY SERVICES DISTRICT
Special District·BUELLTON
ALLAN HANCOCK JOINT COMMUNITY COLLEGE DISTRICT
School District·SANTA MARIA
CARP UNIFIED SCHOOL DIST. DIST. OFFICE
School District·CARPINTERIA
College School District
School District
PEABODY CHARTER SCHOOL
School District·SANTA BARBARA
SANTA BARBARA CITY COLLEGE
School District·SANTA BARBARA
Santa Barbara Community College District
School District
Santa Barbara Elementary School District
School District
Santa Barbara High School District
School District
12 ROCKS INTERNATIONAL
Nonprofit Organization·Santa Maria
12TH MAN FOUNDATION
Nonprofit Organization·Santa Maria
1600 CLUB OF SANTA MARIA
Nonprofit Organization·SANTA MARIA
180 DEGREES CONSULTING AT SANTA BARBARA
Nonprofit Organization·Santa Barbara
1998 AMPERSAND CAPITAL, LLC
Nonprofit Organization·SANTA BARBARA
1TO4
Nonprofit Organization·SANTA BARBARA
2005 TOMCHIN FAMILY CHARITABLE TRUST
Nonprofit Organization·SANTA BARBARA
2nd LOUISE MOLLATH CHARITABLE REMAINDER
Nonprofit Organization·LOS OLIVOS
2ND STORY ASSOCIATES
Nonprofit Organization·SANTA BARBARA
42MM GOLF INC
Nonprofit Organization·Goleta
4998 Ponderosa way
Nonprofit Organization·Santa Barbara
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Santa Barbara
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Santa Barbara
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Santa Barbara
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Santa Barbara
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Santa Barbara
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Santa Barbara
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Santa Barbara
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Lompoc
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Santa Barbara
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Santa Maria
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Santa Barbara
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·SANTA BARBARA
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Santa Barbara
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Santa Barbara
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Goleta
5406 BALLARD PTA CALIFORNIA CONGRESS OF
Nonprofit Organization·SOLVANG
5 TO LIVE BY
Nonprofit Organization·Santa Barbara
750 SQUAD CLUB
Nonprofit Organization·Santa Maria
7TRAILS FOUNDATION
Nonprofit Organization·Buellton
805 BASEBALL CLUB
Nonprofit Organization·SANTA MARIA
805 Race Team
Nonprofit Organization·Santa Barbara
805 UNDOCUFUND
Nonprofit Organization·LOMPOC
911 AT EASE INTERNATIONAL INC
Nonprofit Organization·SANTA BARBARA
950438 CHUMASH TOASTMASTERS
Nonprofit Organization·Santa Ynez
9 FOUNDATION INC
Nonprofit Organization·Santa Barbara
AAPLE ACADEMY FOUNDATION
Nonprofit Organization·SANTA BARBARA
ABC CENTER FOR WOMEN INC
Nonprofit Organization·Santa Maria
ABILITIES FOR KIDS INC
Nonprofit Organization·Santa Maria
ABRAMS RAMAT GAN FOUNDATION
Nonprofit Organization·SANTA BARBARA
ACADEMY OF IMAGINAL ARTS AND SCIENCES
Nonprofit Organization·SANTA BARBARA
Academy of Underwater Arts & Sciences In
Nonprofit Organization·Santa Barbara
ACBL UNIT 543
Nonprofit Organization·santa maria
ACCESS CENTRAL COAST
Nonprofit Organization·SANTA BARBARA
Accessible Yoga Association
Nonprofit Organization·Santa Barbara
ACCESS TRUE KNOWLEDGE FOUNDATION
Nonprofit Organization·SANTA BARBARA
ACCORDION INTERNATIONAL MUSIC SOCIETY OF SANTA BARBARA
Nonprofit Organization·Santa Barbara
ACHILLES HEAL PROJECT INCORPORATED
Nonprofit Organization·Santa Barbara
A COMPAS INC
Nonprofit Organization·SANTA BARBARA
ACORN VILLAGE FOREST SCHOOL
Nonprofit Organization·Solvang