CRD: 301456
Daniels D'amelio Investment Management Group, LLC
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- Custodian
- Charles Schwab & Company · Deutsche Bank · Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-2019
- Office Locations
- 1
Office Locations
About Daniels D'amelio Investment Management Group, LLC
Daniels DAmelio Investment Management Group (DDIMG) is a fiduciary private wealth manager serving affluent business owners, families, corporate executives, and retirees. The firm combines active portfolio management with tactical positioning and personal financial planning, with portfolios commonly implemented using ETFs and fixed income. Client assets are custodied at Charles Schwab Institutional, and the team draws on 40+ years of experience.
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Owner & Executives
DONALD MICHAEL DANIELS
Chief Executive Officer, Managing Member, Wealth Management Advisor
- CRD
- #832589
- Ownership
- 75% or more
DONALD MICHAEL DANIELS II
Chief Compliance Officer, CHIEF OPERATING OFFICER, Wealth Management Advisor
- CRD
- #6675640
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,717,105 | $296,842 |
| Non-Discretionary | $0 | -- |
| Total | $50,717,105 | $296,842 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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