Gregory Daniel Van Wyk

Employer firm

Daniel Investment Associates, LLC CRD 157284

$225M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2011 → Present
  Daniel Investment Associates, Llc
  Santa Barbara, CA
• 03/2015 → 03/2020
  Kobo Wealth Conservancy
  Honolulu, HI

Previous Registrations

• 2015-03-20 → 2020-03-31
  Kobo Wealth Conservancy
  Santa Barbara, CA
  Honolulu, HI
• 2012-11-14 → 2015-06-01
  Fiduciary Investment Council, Llc
  Santa Barbara, CA
• 2009-08-20 → 2011-03-29
  Pacific Pointe Advisors Llc
  Santa Barbara, CA
• 2003-01-17 → 2009-09-24
  Manchester Capital Management Llc
  Montecito, CA
• 2002-10-31 → 2002-12-31
  Manchester Capital Management Llc
  Montecito, CA

Other Businesses

GREG D. VAN WYK MAINTAINS HIS CERTIFICATION AS AN ACCOUNTANT (CPA) BUT IS INACTIVE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-08-29

Other Names

• Gregory Daniel Van Wyk