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DANIEL INVESTMENTS, INC.
CRD 124444
755 W. BIG BEAVER ROAD SUITE 2020, TROY, MI, 48084, United States
Phone
248-723-0901
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$60.7M
Discretionary AUM
$60.7M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $8.6M |
| High net worth individuals | 6 | $51.6M |
| Charitable organizations | 1 | $505K |
All web addresses on file
Official SEC filing: View on IAPD