James Adam Daniel
Managing Principal / Chief Compliance OfficerThe Advisory FirmCRD 4567065
About James Adam Daniel
James Adam Daniel is listed as Managing Principal / Chief Compliance Officer at The Advisory Firm in Alpharetta, GA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of The Advisory Firm
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does James Adam Daniel work?
James Adam Daniel is listed as Managing Principal / Chief Compliance Officer at The Advisory Firm on SEC Form ADV.
How much of The Advisory Firm does James Adam Daniel own?
Form ADV reports a beneficial ownership band of Over 75%.
The Advisory Firm
| Title | Managing Principal / Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2005 |