DT
CFP
DT
CFP

Daniel Ellmann Tang

3 Years of Experience
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
66 advisors
Number of Clients
2,933 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$6.7B

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
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Location

30 Liberty Ship Way, #308, Sausalito, CA, 94965

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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
Composition Wealth, LLC
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
Karp Capital Management Corporation
June 2022 - December 2022 · 6 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.