DH
Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
22 advisors
Number of Clients
62 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$147.7M
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Advisor Information
Office location
600 Central Ave, Suite 293, Highland Park, IL, 60035
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Daniel is a manager at Bowspirit Management LLC, a paying agent for professional services, spending minimal time managing banking relationships. He is also VP of Business Development for Banco San Juan Internacional through HG Latam Consulting LLC and on the board of managers for Midi Technologies LLC, a mobile payment platform, dedicating minimal time to each.
Employment History
Current Registrations
Insight Securities, INC.
March 2021 - Present · 4 yrs 10 mos
Previous Registrations
San Juan Investments LLC
August 2015 - May 2019 · 3 yrs 9 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.