Daniel Orona is a CFP-designated registered investment advisor at Stonewealth Advisors, LLC, based in Coral Gables, FL, with 10 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 5 clients with $3.3M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
300 Sevilla Ave, Suite 205, Coral Gables, FL, 33134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is the President of Orona & Associates, P.A., providing accounting and tax services since 2014. He spends a few hours per week on this non-investment related business.
Employment History
Current Registrations
Stonewealth Advisors, LLC
Previous Registrations
Millares Asset Management, LLC
State Registrations1 state
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