DANIEL INVESTMENT GROUP INC.

DANIEL INVESTMENT GROUP INC. of ROYAL OAK, MI is an SEC-registered investment adviser (CRD 338851). Regulatory assets under management: $210.1M.

Registration

• CRD: 338851
• SEC file number: 801-134764
• Type: Registered investment adviser
• Location: 306 S. WASHINGTON AVE., SUITE 216, ROYAL OAK, MI, 48067
• Phone: 248-544-4122
• Latest filing: 2026-04-30
• Regulatory AUM: $210.1M
• Discretionary AUM: $210.1M
• Clients: 3
• Accounts: 437

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338851 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search