DALY INVESTMENT MANAGEMENT, LLC

DALY INVESTMENT MANAGEMENT, LLC of MOUNT PROSPECT, IL is an SEC-registered investment adviser (CRD 149980). Regulatory assets under management: $123.5M.

Registration

• CRD: 149980
• SEC file number: 801-136426
• Type: Registered investment adviser
• Location: 930 E NORTHWEST HIGHWAY, MOUNT PROSPECT, IL, 60056
• Phone: 224-347-2623
• Latest filing: 2026-06-10
• Regulatory AUM: $123.5M
• Discretionary AUM: $123.5M
• Clients: 1
• Accounts: 125

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 149980 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search