Advisor at DH Asset Management, LLC
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Firm
DH Asset Management, LLC
Location
Parker, TX
Credentials
Series 65, Series 66
Industry experience
19 years
Daniel Harvey is the sole advisor at DH Asset Management, LLC, an independent firm based in Parker, TX. He holds Series 65 and Series 66 licenses and has 19 years of industry experience, including 11 years at Patronus Advisors before founding his current firm in 2019. DH Asset Management provides discretionary asset management services to individuals, families, and trusts, focusing on asset allocation as the primary driver of performance. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to guide investment decisions and manages portfolios through mutual funds, ETFs, individual equities, and bonds.
Up to 1.5% annually
Account minimum: $250,000
Parker, TX
Texas
DH Asset Management, LLC
2019 - Present (7 years)
Patronus Advisors
2008 - 2019 (11 years)
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