DANIELS & ERICKSON FINANCIAL ADVISORS, LLC
SEC file number 801-67599
· DALLAS, TX
https://danielserickson.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$170.5M
Discretionary AUM
$170.5M
Employees
4
Clients
1
Firm
- Address
- 5323 SPRING VALLEY RD, SUITE 250
DALLAS, TX 75254 - Phone
- —
- Website
- https://danielserickson.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- Waypoint FL Daniels Preferred, LLC Low name-match confidence · CIK 2143530 · FL
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Waypoint FL Daniels Preferred, LLC · D · Jul 8, 2026