D
CRD: 149980
Daly Investment Management, LLC
$123.5M Total AUM
$123.5M Disc. AUM
-- 3Y CAGR
1 Employees
125 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-28-2009
- Office Locations
- 1
Office Locations
930 E Northwest Highway Mount Prospect IL
About Daly Investment Management, LLC
Daly Investment Management is an independent RIA in Mount Prospect, IL providing comprehensive financial planning and investment management for individuals, families, and small business owners. The firm emphasizes disciplined, diversified, time-tested strategies with an ETF-heavy implementation and use of Dimensional Fund Advisors, pairing boutique local service with access to institutional resources.
Team overview
46 AVG AGE
$123.5M AVG AUM / ADVISOR
$988.4K AVG AUM / CLIENT
17.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JOHN PATRICK DALY
Chief Compliance Officer, President
- CRD
- #4133168
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $123,548,761 | $988,390 |
| Non-Discretionary | $0 | -- |
| Total | $123,548,761 | $988,390 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Cash:
Available Corporate - Non-Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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