DALEY FINANCIAL PLANNING LLC

DALEY FINANCIAL PLANNING LLC is an SEC-registered investment adviser (CRD 329243). Regulatory assets under management: $908K.

Registration

• CRD: 329243
• Type: Registered investment adviser
• Phone: 951-223-5803
• Latest filing: 2025-06-30
• Regulatory AUM: $908K
• Discretionary AUM: $641K
• Non-discretionary AUM: $266K
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329243 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search