Daniel Niednagel
Daniel Niednagel is a registered investment advisor at Bird Rock Management, LLC, based in Laguna Beach, CA, with 10 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing. Their firm serves 1 clients with $8.1M in assets under 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
1590 S Coast Hwy #16, Laguna Beach, CA, 92651
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Regulatory History (1)
Regulatory
April 2016Other Business Activities
Daniel is the sole owner and president of Skizzim.com, Inc. since 2001, dedicating a few hours per week. He also holds passive or managing member roles in several LLCs, including Red Bluff Funding, Three Arch Capital Management, Northwest Funding Group, Southland Home Mortgage, Bluebird Capital Funding, and Bird Rock Home Mortgage, spending about half his time overseeing funding used to buy and sell homes at Bird Rock Home Mortgage.
Employment History
Current Registrations
Bird Rock Management, LLC
Previous Registrations
Criterion Wealth Management
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.