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Daniel Investment Group Inc.

● SEC registered since 2025CRD 338851SEC# 801-134764Royal Oak, MI
Export (members)
Reg. AUM
$210.1M
Employees
3
Accounts
437
Location
Royal Oak, MI

Daniel Investment Group Inc. assets under management

Daniel Investment Group Inc. is a registered investment adviser overseen by the SEC based in Royal Oak, MI. The firm has been registered since 2025. It reports $210.1 million in regulatory assets under management and employs 3 people.

Daniel Investment Group Inc. owners & executives

2 reported
NameTitleOwnershipSince
Eric James Daniel ControlVice President, Cco50-75%2025
Nicholas Edward Daniel ControlPresident50-75%2025

Frequently asked questions

How much does Daniel Investment Group Inc. manage?

Daniel Investment Group Inc. reports $210.1 million in regulatory assets under management on its Form ADV.

How many employees does Daniel Investment Group Inc. have?

Daniel Investment Group Inc. reports 3 employees.

Where is Daniel Investment Group Inc. located?

Daniel Investment Group Inc. is based in Royal Oak, MI and has been SEC-registered since 2025.

Does Daniel Investment Group Inc. disclose fund performance?

Daniel Investment Group Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address306 S. Washington Ave., Suite 216, Royal Oak, MI 48067
Phone248-544-4122
Office hours8:30a.m. - 4:30p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$210.1MNo change
Feb '26 — $210.1MMar '26 — $210.1MApr '26 — $210.1MMay '26 — $210.1MJun '26 — $210.1M
Feb '26Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$210.1Mregulatory AUM
Discretionary $210.1M