David Andalman
David Andalman is a registered investment advisor at Da Wealth Advisors, based in Highland Park, IL, with 34 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14 clients with $8.7M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Location
Highland Park, IL
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
February 2024Customer Dispute
March 2018Other Business Activities
David is the founder and president of DACS Research, where he conducts algorithm research and development on commodity futures. He dedicates about 10-20% of his time to this business outside of trading hours.
Employment History
Current Registrations
Da Wealth Advisors
Previous Registrations
Millennial Advisers, LLC.
Allied Millennial Partners, LLCBroker
Pti Securities & Futures L. P.Broker
Best Direct Securities, LLCBroker
Robbins Securities, INC.Broker
Lasalle St Securities, L.L.C.Broker
Rosenthal Collins Securities, L.L.CBroker
Global Investment Services, INC.Broker
Alaron Securities CorporationBroker
Consolidated Financial Investments, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.