DANIEL J. DISIMILE CFP, LLC

DANIEL J. DISIMILE CFP, LLC is an SEC-registered investment adviser (CRD 150923). Regulatory assets under management: $26.6M.

Registration

• CRD: 150923
• Type: Registered investment adviser
• Phone: 818-321-0335
• Latest filing: 2026-02-25
• Regulatory AUM: $26.6M
• Discretionary AUM: $26.6M
• Accounts: 70

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 150923 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search