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Building 2DANIEL INVESTMENT GROUP INC.

Map pinROYAL OAK, MI
Phone248-544-4122
NotebookSEC #801-134764
Total AUM
$210.1M
Employees
3
Clients
214

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
306 S. WASHINGTON AVE.
SUITE 216
ROYAL OAK
MI 48067
United States
Operating Hours
8:30AM - 4:30PM
Monday - Friday
Phone
248-544-4122

ReceiptFinancials

Total AUM
$210.1M
Accounts
437
Discretionary
$210.1M
Accounts
437
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
154
AUM
$65.3M
HNW Individual Clients
60
AUM
$144.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAILMITX

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

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