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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Summit bridgeBeacon
- Established Date
- 03-16-2009
- Office Locations
- 1
Office Locations
About Daniel Investments, Inc.
Daniel Investments is a Michigan RIA led by founder/CIO John S. Daniel (founded 1997) providing fiduciary financial planning and investment advice across life stages, with a focus on retirement planning (Traditional/Roth/SEP IRAs) and education funding. The firm builds personalized plans and ongoing guidance, with a $10k minimum and complimentary in-home meetings; custody includes Charles Schwab, and portfolios are ETF-oriented with added municipal and corporate bonds.
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Owner & Executives
JOHN S DANIEL
Partner, President
- CRD
- #5519121
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,671,042 | -- |
| Non-Discretionary | $0 | -- |
| Total | $60,671,042 | -- |
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Separately Managed Accounts
Total SMA Asset: $60,671,042
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,721,889,694 | 40.8% |
| Municipal Bonds | $2,188,185,832 | 32.8% |
| Cash | $887,282,670 | 13.3% |
| Corporate - Investment Grade | $873,940,073 | 13.1% |
| Total | $6,671,298,269 | 100.0% |