Daniel Robert Aronson
Investment adviser representative at Epiq Partners, LLC
14 yearsExperience
2 statesRegistered in
CFADesignation
$290.9MFirm assets
Are you Daniel Robert Aronson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Epiq Partners, LLCSep 2012 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Epiq Partners, LLC
$290.9MAssets managed
93Clients
5Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2408482
- Firm CRD
- 165139