RIA Intel›Advisers›California›DANIEL J. DISIMILE CFP, LLC

DANIEL J. DISIMILE CFP, LLC

Advisory

CA

Data as of Feb 25, 2026 · Source: SEC Form ADV

Rank in CA

#4,056

of 5,480 advisers by AUM

Average account

$380K

across 70 accounts

Source: SEC Form ADV. Figures as filed Feb 25, 2026.

Total AUM

$27M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$27M

Discretionary AUM$27M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients55

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

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

See plansIncluded with the Intelligence plan

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

55 clients

5 high-net-worth

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

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