Daniel H. Wagner Associates, Incorporated at 894 Ross Dr STE 205, Sunnyvale, Ca 94089 lists Barry Belkin of Malvern, PA as the associate.
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Jeffery R. Sachs
Individual Agent
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894 ROSS DR STE 205, SUNNYVALE, CA 94089
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Barry Belkin
CEO
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40 LLOYD AVE STE 200, MALVERN, PA 19355
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894 ROSS DR STE 205, SUNNYVALE, CA 94089
View Map
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40 LLOYD AVE STE 200, MALVERN, PA 19355
(Mailing)
View Map
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameDANIEL H. WAGNER, ASSOCIATES, INCORPORATED DEFERRED COMPENSATION PLAN Plan #001 Participants BOY/EOY40 / 38 Assets BOY/EOY$38,836,835 / $46,091,333 | 2023 | DANIEL H. WAGNER, ASSOCIATES, INCORPORATED DEFERRED COMPENSATION PLAN - Plan #001 | 40 / 38 | $38,836,835 / $46,091,333 |
| 2022 | Plan NameDANIEL H. WAGNER, ASSOCIATES, INCORPORATED DEFERRED COMPENSATION PLAN Plan #001 Participants BOY/EOY43 / 40 Assets BOY/EOY$45,994,511 / $38,836,835 | 2022 | DANIEL H. WAGNER, ASSOCIATES, INCORPORATED DEFERRED COMPENSATION PLAN - Plan #001 | 43 / 40 | $45,994,511 / $38,836,835 |
| 2021 | Plan NameDANIEL H. WAGNER, ASSOCIATES, INCORPORATED DEFERRED COMPENSATION PLAN Plan #001 Participants BOY/EOY43 / 43 Assets BOY/EOY$39,797,917 / $45,994,511 | 2021 | DANIEL H. WAGNER, ASSOCIATES, INCORPORATED DEFERRED COMPENSATION PLAN - Plan #001 | 43 / 43 | $39,797,917 / $45,994,511 |
| 2020 | Plan NameDANIEL H. WAGNER, ASSOCIATES, INCORPORATED DEFERRED COMPENSATION PLAN Plan #001 Participants BOY/EOY43 / 43 Assets BOY/EOY$34,553,303 / $39,797,917 | 2020 | DANIEL H. WAGNER, ASSOCIATES, INCORPORATED DEFERRED COMPENSATION PLAN - Plan #001 | 43 / 43 | $34,553,303 / $39,797,917 |
| 2019 | Plan NameDANIEL H. WAGNER, ASSOCIATES, INCORPORATED DEFERRED COMPENSATION PLAN Plan #001 Participants BOY/EOY41 / 43 Assets BOY/EOY$27,621,195 / $34,553,303 | 2019 | DANIEL H. WAGNER, ASSOCIATES, INCORPORATED DEFERRED COMPENSATION PLAN - Plan #001 | 41 / 43 | $27,621,195 / $34,553,303 |
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Daniel H. Wagner Associates, Incorporated
Registered in Pennsylvania
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Exton, PA | View Report | |
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Daniel H. Wagner Associates, Incorporated
Registered in Virginia
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Exton, PA | View Report | |
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Daniel H. Wagner Associates, Incorporated
Registered in New Mexico
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Albuquerque, NM Exton, PA | View Report | |
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Daniel H. Wagner Associates, Incorporated
Registered in Tennessee
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Brentwood, TN Exton, PA | View Report | |
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Daniel H. Wagner Associates, Incorporated
Registered in North Carolina
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Exton, PA Raleigh, NC | View Report |
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