|
⚲
|
| Keyboard |
| Daniel Investment Group Inc
✚
|
|
|---|---|
| CRD # | 338851 |
| SEC # | 801-134764 |
| CIK # | |
| AUM | 210.1 M (2026-04-30) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 248-544-4122 |
| Address | 306 S Washington Ave Royal Oak, MI 48067 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 154 | 65.3 |
| (b) Individuals (high net worth individuals) | 60 | 144.8 |
| (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 | 437 | 210.1 |
| By Discretionary | ||
| Discretionary | 437 | 210.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 437 | 210.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 210.1 | |
| Total | 437 | 210.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Baring Financial LLC
✚
|
WA | 210.3 M |
|
Mark Gillam Enterprises
✚
|
CA | 210.3 M |
|
Independence Wealth Advisors LLC
✚
|
OH | 210.3 M |
|
Succession Financial Inc
✚
|
TX | 210.3 M |
|
Smart Portfolios LLC
✚
|
WA | 210.3 M |
|
Atlantic Family Wealth LLC
✚
|
FL | 210.1 M |
|
CornerStone Securities LLC
✚
|
KS | 210.0 M |
|
Huffman & Ross Wealth Management LLC
✚
|
WV | 210.0 M |
|
Williams Financial LLC
✚
|
VT | 209.9 M |
|
Advisory Investor Services LLC
✚
|
FL | 209.9 M |