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Donald Michael Daniels

DANIELS D'AMELIO INVESTMENT MANAGEMENT GROUP, LLC·JUPITER, Florida
Unclaimed Profile
1080 E. INDIANTOWN ROAD, JUPITER, FL 33477CRD# 832589Firm CRD# 301456
01

About

Donald Michael Daniels is a registered financial advisor based in JUPITER, Florida, affiliated with DANIELS D'AMELIO INVESTMENT MANAGEMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DANIELS D'AMELIO INVESTMENT MANAGEMENT GROUP, LLC
DANIELS D'AMELIO INVESTMENT MANAGEMENT GROUP, LLC
AUM
$30M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at DANIELS D'AMELIO INVESTMENT MANAGEMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 832589
Firm CRD# 301456
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donald Michael Daniels offer?
Donald Michael Daniels specializes in Financial Planning, Investment Management. Contact their office in JUPITER, Florida for a consultation.
What are Donald Michael Daniels's credentials?
Donald Michael Daniels is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Michael Daniels located?
Donald Michael Daniels is based in JUPITER, Florida, working with DANIELS D'AMELIO INVESTMENT MANAGEMENT GROUP, LLC. Their office serves clients in the JUPITER metropolitan area and surrounding communities.
How does Donald Michael Daniels charge for services?
Donald Michael Daniels's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DANIELS D'AMELIO INVESTMENT MANAGEMENT GROUP, LLC?
DANIELS D'AMELIO INVESTMENT MANAGEMENT GROUP, LLC has approximately 2 employees and manages $30M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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