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DALY INVESTMENT MANAGEMENT, LLC

CRD 149980 · SEC 801-136426

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930 E NORTHWEST HIGHWAY, MOUNT PROSPECT, IL, 60056, United States

Phone

224-347-2623

Fax

224-347-2696

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$123.5M

Discretionary AUM

$123.5M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-10

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals36$85.8M
High net worth individuals89$37.7M

States served

IL

All web addresses on file

Official SEC filing: View on IAPD