A complete list of active advisors currently associated with Daniel Power, LLC
Warmer can help you find a great advisor at Daniel Power, LLC or one who fits your needs even better.
Daniel Power, LLC presents portfolio management services described for individual and high‑net‑worth clients, including the creation of Investment Policy Statements and ongoing portfolio monitoring. Despite those service descriptions, the firm’s Form ADV reports zero discretionary and non‑discretionary assets under management and no clients as of December 2022. The brochure states the firm employs fundamental analysis and a long‑term trading approach and generally limits its investment recommendations to mutual funds, with strategies tailored to each client’s risk tolerance and time horizon. It also emphasizes fiduciary obligations but, unusually for an investment manager, discloses that it does not accept investment discretion over client accounts and requires clients to use a specified custodian. Distinctive operational features in the filing include a mandatory custody relationship with Schwab Institutional and disclosure that the firm may receive research and other soft‑dollar benefits through that relationship, while also noting it does not trade client accounts and therefore cannot aggregate or block trades. The firm was formed in January 2022 and is managed by a single management person, a combination of factors that differentiates its profile from more established, discretionary investment managers.
To learn more about the advisors currently working at Daniel Power, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
N Versailles, PA
| 4
|
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