Overview
Assets Under Management: $210 million
Headquarters: ROYAL OAK, MI
High-Net-Worth Clients: 60
Average Client Assets: $2 million
Frequently Asked Questions
DANIEL INVESTMENT GROUP INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #338851), DANIEL INVESTMENT GROUP INC. is subject to fiduciary duty under federal law.
DANIEL INVESTMENT GROUP INC. is headquartered in ROYAL OAK, MI.
DANIEL INVESTMENT GROUP INC. serves 60 high-net-worth clients according to their SEC filing dated February 06, 2026. View client details ↓
According to their SEC Form ADV, DANIEL INVESTMENT GROUP INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
DANIEL INVESTMENT GROUP INC. manages $210 million in client assets according to their SEC filing dated February 06, 2026.
According to their SEC Form ADV, DANIEL INVESTMENT GROUP INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.93
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 437
Discretionary Accounts: 437
Regulatory Filings
CRD Number: 338851
Filing ID: 2046818
Last Filing Date: 2026-02-06 13:11:29