DAN EDWARDS INVESTMENT ADVISORY SERVICES, LLC

DAN EDWARDS INVESTMENT ADVISORY SERVICES, LLC is an SEC-registered investment adviser (CRD 286259). Regulatory assets under management: $5.3M.

Registration

• CRD: 286259
• Type: Registered investment adviser
• Phone: 415-515-7985
• Latest filing: 2026-02-06
• Regulatory AUM: $5.3M
• Discretionary AUM: $5.3M
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM.

Clients served: 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 286259 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search