Daly Investment Management, LLC

Daly Investment Management, LLC (CRD# 149980) is a financial advisory firm headquartered in Mount Prospect, IL. They manage $90,672,873 in 420 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    91
    MILLION
  • Total Number of Accounts
    420
    ACCOUNTS
  • Average Account Value
    $215,888
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Daly Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John P. Daly
CRD#: 4133168
930 E Northwest Highway, Mount Prospect, IL 60056
John Daly (CRD# 4133168) is an Investment Advisor Representative working at Daly Investment Management, LLC in Mount Prospect, IL and has over 16 years of experience in the finance industry. John Daly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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