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DANIEL INVESTMENT GROUP INC.
CRD 338851 · SEC 801-134764
306 S. WASHINGTON AVE., SUITE 216, ROYAL OAK, MI, 48067, United States
Phone
248-544-4122
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$210.1M
Discretionary AUM
$210.1M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 154 | $65.3M |
| High net worth individuals | 60 | $144.8M |
States served
GA, IL, MI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD