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DANIELS D'AMELIO INVESTMENT MANAGEMENT GROUP, LLC
CRD 301456 · SEC 801-115057
1080 E. INDIANTOWN ROAD, SUITE 200, JUPITER, FL, 33477, United States
Phone
561-972-7797
Fax
561-972-7733
Registration
— (—)
Source
State registered
Total AUM
$50.7M
Discretionary AUM
$50.7M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34 | $9.2M |
| High net worth individuals | 33 | $41.5M |
All web addresses on file
Official SEC filing: View on IAPD