DA
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Daniel Abramowitz

1 Year of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
3,109 clients
Average Client Portfolio
$276K average
Assets Under Management
$858.5M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

Las Vegas, NV

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Daniel is a broker-salesperson for Millennium Commercial Properties, a real estate brokerage, and manager of Orvida Real Estate Consulting, LLC, providing real estate consulting services. He also manages Orvida Capital, LLC, a holding company, and is a manager and IAR of Orvida Investment Advisors, LLC, a registered investment advisory firm; each of these activities takes about a third of his time.

Employment History
Current Registrations
World Equity Group, INC.Broker
March 2025 - Present · 11 mos
World Equity Group, INC.
March 2025 - Present · 11 mos
Orvida Investment Advisors
July 2024 - Present · 1 yr 7 mos
State Registrations2 states
CANV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.