|
⚲
|
| Keyboard |
| Daly Investment Management LLC
✚
|
|
|---|---|
| CRD # | 149980 |
| SEC # | 801-136426 |
| CIK # | |
| AUM | 123.5 M (2026-06-10) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 224-347-2623 |
| Address | 930 E Northwest Highway Mount Prospect, IL 60056 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 85.8 |
| (b) Individuals (high net worth individuals) | 89 | 37.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 125 | 123.5 |
| By Discretionary | ||
| Discretionary | 125 | 123.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 125 | 123.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 123.5 | |
| Total | 125 | 123.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Agilis Investment Management LLC
✚
|
CT | 123.8 M |
|
TQM Wealth Partners LLC
✚
|
MA | 123.7 M |
|
Greenleaf Financial Network LLC
✚
|
123.7 M | |
|
Cosey Financial Services Inc
✚
|
TN | 123.7 M |
|
Fitzwilliams Wealth Management Inc
✚
|
VA | 123.5 M |
|
Ideal Retirement Solutions LLC
✚
|
FL | 123.5 M |
|
Zuckerman Capital Management LLC
✚
|
CA | 123.5 M |
|
Gallagher Wealth Management Inc
✚
|
CA | 123.5 M |
|
Integra Financial Inc
✚
|
CO | 123.4 M |
|
Dewitt Investment Research & Management Inc
✚
|
PA | 123.2 M |