TD
CFP · ChFC
TD
CFP · ChFC

Troy Brinckley Daum

23 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
168 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$283.2M

Fee Structure

Minimum Investment:$1M
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Location

12730 High Bluff Dr, Ste 260, San Diego, CA, 92130

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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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Employment History
Current Registrations
Wealth Analytics Partners, LLC
April 2007 - Present · 18 yrs 10 mos
Previous Registrations
Wealth Analytics, INC.
September 2003 - April 2007 · 3 yrs 7 mos
Hornor, Townsend & Kent, INC.
May 2002 - July 2004 · 2 yrs 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Troy Brinckley Daum - Financial Advisor | TrueAdvisor