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Guerreiro, Daniel Coelho (Hillside)


Guerreiro, Daniel Coelho is an adviser based in Hillside. It manages $45 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of New Jersey.

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

Guerreiro, Daniel Coelho: assets under management

The assets under management (AUM) of Guerreiro, Daniel Coelho is $45 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $45 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $45 thousand each.
Guerreiro, Daniel Coelho has custody of $50 thousand in cash and securities for 1 client in total and acts as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Guerreiro, Daniel Coelho for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Hillside

The principal office where Guerreiro, Daniel Coelho performs its advisory services is located at 897 Westminster Ave., Hillside, NJ 07205, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (908) 803-4202. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at riodourocap.com.


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