RIA Intel›Advisers›Florida›DANIELS D'AMELIO INVESTMENT MANAGEMENT GROUP, LLC

DANIELS D'AMELIO INVESTMENT MANAGEMENT GROUP, LLC

Advisory

N·JUPITER, FL

Data as of Mar 16, 2020 · Source: SEC Form ADV

Total AUM
$30M
1-Year AUM Growth
+6.6%
3-Year CAGR
+1.3%
Employees
2
Assets Under Management
Total AUM$30M
Discretionary AUM$30M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record10
First FilingMar 22, 2019
Latest FilingMar 16, 2020
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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