RIA Intel›Advisers›Colorado›BERECK, DANIEL MARK

BERECK, DANIEL MARK

Advisory

CO

Data as of Mar 12, 2026 · Source: SEC Form ADV

Average account

$808K

across 41 accounts

AUM per adviser

$33M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM

$33M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$33M

Discretionary AUM$33M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients28

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

28 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

SKY RIDGE WEALTH MANAGEMENT LLC

$33M

MARTINO CAPITAL, LLC

$33M

PERSONAL BENEFIT SERVICES OF COLORADO, INC.

$33M

BLUEPRINT FINANCIAL SERVICES, INC.

$33M

DAVID W. MCKINLAY, CHFC

$33M

BUSWELL ASSOCIATES, INC.

$34M

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