Daniels D'amelio Investment Management Group, LLC

Daniels D'amelio Investment Management Group, LLC (CRD# 301456) is a financial advisory firm headquartered in Jupiter, FL. They manage $44,437,273 in 146 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1080 E. Indiantown Road, Suite 200, Jupiter, FL 33477
http://www.ddimg.org
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    146
    ACCOUNTS
  • Average Account Value
    $304,365
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.

FL, ME, NH

Financial Advisors at Daniels D'amelio Investment Management Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Donald Daniels, financial advisor Jupiter FL
Donald M. Daniels
CRD#: 832589
1080 E. Indiantown Road, Suite 200, Jupiter, FL 33477

Donald Daniels (CRD# 832589) is an Investment Advisor Representative working at Daniels D'amelio Investment Management Group, LLC in Jupiter, FL and has over 35 years of experience in the finance industry.

2
Donald Daniels, financial advisor Jupiter FL
Donald M. Daniels
CRD#: 6675640
1080 E. Indiantown Road, Suite 200, Jupiter, FL 33477

Donald Daniels (CRD# 6675640) is an Investment Advisor Representative working at Daniels D'amelio Investment Management Group, LLC in Jupiter, FL and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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