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.
Reported data analysis
What the numbers show
Reported AUM was unchanged at $28.2M between December 26, 2019 and January 10, 2020.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 67 clients, or 67 clients per representative. That equates to $757.0K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on March 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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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
SMA allocation detail is available
Daniels D'amelio Investment Management Group, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.