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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Crest insight
- Established Date
- 11-21-2025
- Office Locations
- 1
Office Locations
About Daniel Investment Group Inc.
Daniel Investment Group, Inc. is an independent Royal Oak, Michigan RIA founded in 1997. The firm provides impartial financial planning and investment management for retail clients, including business owners, and also supports insurance and tax-planning needs. Portfolios are implemented largely with ETFs and mutual funds, with fixed-income exposure. The team partners with Commonwealth Financial Network for broker/dealer, technology, and back-office support.
Team overview
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Client Personas
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Investment Themes
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Technology
Owner & Executives
ERIC JAMES DANIEL
Chief Compliance Officer, VICE PRESIDENT
- CRD
- #2726758
- Ownership
- 50% but less than 75%
NICHOLAS EDWARD DANIEL
President
- CRD
- #2269749
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Miles Jamieson
--
- CRD
- #8156528
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $210,062,660 | $480,693 |
| Non-Discretionary | $0 | -- |
| Total | $210,062,660 | $480,693 |
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Separately Managed Accounts
Total SMA Asset: $210,062,660
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $104,174,703 | 32.7% |
| Public Funds | $40,459,288 | 12.7% |
| Cash | $65,308,300 | 20.5% |
| U.S. Government/Agency | $108,634,783 | 34.1% |
| Total | $318,577,074 | 100.0% |