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Daniel Reich (Boca Raton)


Daniel Reich is a large advisory firm based in Boca Raton. It manages $30 million of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Florida.




Daniel Reich provides portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Daniel Reich: assets under management

The assets under management (AUM) of Daniel Reich is $30 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $10 million in discretionary accounts and $20 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $500 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $6.67 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Daniel Reich for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boca Raton

The principal office where Daniel Reich performs its advisory services is located at 2350 Nw 43 Rd Street, Boca Raton, FL 33431, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 561-988-0637 or by fax 561-988-0639. The normal business hours are 7am to 7pm on Monday - Friday.


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