Daniel Barner is a CFA-designated registered investment advisor at Windmark Investment Partners, INC., based in Wilmington, DE, with 3 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.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2 Righter Parkway, Suite 105, Wilmington, DE, 19803
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Windmark Investment Partners, INC.
State Registrations1 state
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