Daniel Herrera is a registered investment advisor at Insight Securities, INC., based in Highland Park, IL, with 8 years of industry experience. Their firm serves 48 clients with $94M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
600 Central Ave, Suite 293, Highland Park, IL, 60035
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is a manager at Bowspirit Management LLC, a paying agent for professional services, spending minimal time managing banking relationships. He is also VP of Business Development for Banco San Juan Internacional through HG Latam Consulting LLC and on the board of managers for Midi Technologies LLC, a mobile payment platform, dedicating minimal time to each.
Employment History
Current Registrations
Insight Securities, INC.
Previous Registrations
San Juan Investments LLC
State Registrations1 state
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