Daniel Investment Group Inc.
Firm details
- Headquarters
- Royal Oak, Michigan
- CRD number
- 338851
- Registered since
- November 21, 2025
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI68.93%
- Individuals31.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Daniel Investment Group Inc. is an independent, SEC-registered registered investment adviser organized as a corporation and owned by an individual. The firm serves primarily individual and family clients and describes itself as a capital allocator that hires third-party managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting. Fee arrangements are flexible and include a percentage-of-AUM component as well as hourly and fixed-fee options. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Public Funds/Mutual Funds17%
- Cash & Cash Equivalents13%
- US Government Bonds3%
Contacts
3 of 3
Miles Jamieson
Investment AdvisorCRD 8156528
Nicholas Daniel
AdvisorCRD 2269749
Eric Daniel
AdvisorCRD 2726758
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 12Active vs passive
$39.2M in ETFs
86%
$33.6M
0%
$5.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND (VEU) | Vanguard | Passive | Foreign Large Blend | $10.5M | 125,639 | 26.86% |
Location
Royal Oak, MI
Oakland
Location
Royal Oak, MI
Headquartered in Royal Oak, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 306 S Washington Ave
- Time zone
- ET (UTC-5)
- Office locations
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