Daniel Daly is a registered investment advisor at Omnicap Group LLC, based in El Segundo, CA, with 19 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $6.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Omnicap Group manages investment portfolios for clients, charging an annual fee based on the average value of the assets they manage. This fee ranges from 0.02% to 0.25% depending on the amount and complexity of the portfolio. In some cases, Omnicap may negotiate a fixed or hourly fee.
Location
2286 E. Maple Ave, El Segundo, CA, 90245
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Regulatory History
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 →Employment History
Current Registrations
Omnicap Group LLC
Previous Registrations
Citigroup Global Markets INC.Broker
Bear, Stearns & CO. INC.Broker
State Registrations3 states
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.