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Building 2THE DANIEL GROUP

Map pinDULUTH, GA
Phone678-672-1490
NotebookSEC #801-70372
Total AUM
$52.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3700 CRESTWOOD PARKWAY
SUITE LL20
DULUTH
GA 30096
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
678-672-1490

ReceiptFinancials

Total AUM
$52.9M
Accounts
363
Discretionary
$49.5M
Accounts
342
Non-Discretionary
$3.3M
Accounts
21

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
GA

HandshakeAffiliates

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

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