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Building 2DANIELS D'AMELIO INVESTMENT MANAGEMENT GROUP, LLC

Map pinJUPITER, FL
Phone561-972-7797
NotebookSEC #801-115057
Total AUM
$30M
Employees
2
Clients
50

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1080 E. INDIANTOWN ROAD
SUITE 200
JUPITER
FL 33477
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
561-972-7797
Other Offices
1

ReceiptFinancials

Total AUM
$30M
Accounts
97
Discretionary
$30M
Accounts
97
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
42
AUM
$13.2M
HNW Individual Clients
8
AUM
$16.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMAMENH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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