DANIEL INVESTMENTS, INC.

DANIEL INVESTMENTS, INC. of TROY, MI is an SEC-registered investment adviser (CRD 124444). Regulatory assets under management: $60.7M.

Registration

• CRD: 124444
• Type: Registered investment adviser
• Location: 755 W. BIG BEAVER ROAD SUITE 2020, TROY, MI, 48084
• Phone: 248-723-0901
• Latest filing: 2026-03-30
• Regulatory AUM: $60.7M
• Discretionary AUM: $60.7M
• Clients: 1
• Accounts: 50

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 124444 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search