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Mccall, Michael John Daniel (Los Angeles)


Mccall, Michael John Daniel is a large advisory firm based in Los Angeles. It manages $25 million of regulatory assets for 105 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of California.




Mccall, Michael John Daniel provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mccall, Michael John Daniel: assets under management

The assets under management (AUM) of Mccall, Michael John Daniel is $25 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $10 million in discretionary accounts and $15 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $181.82 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $300 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mccall, Michael John Daniel for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Los Angeles

The principal office where Mccall, Michael John Daniel performs its advisory services is located at 234 South Figueroa Street, Los Angeles, CA 90012 The mailing address of the firm is P.O. Box 71525, Los Angeles, CA 90071. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 213-217-5191 or by fax 213-947-1760. The normal business hours are 7:00 am to 3:00 pm on Monday - Friday.


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