Donald Daniels
Daniels D'Amelio Investment Management Group LLC. · Jupiter, Florida
Donald Daniels is a fee-only financial advisor at Daniels D'Amelio Investment Management Group LLC. in Jupiter, Florida. Donald charges a percentage of assets (a $1,000,000 asset minimum) and focuses on retirement planning.
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Specialties
Who they serve
- Founders
- Executives
- Retirees
Facts
| Firm | Daniels D'Amelio Investment Management Group LLC. |
|---|---|
| Based in | Jupiter, Florida |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $50.7M across 143 accounts |
| SEC registration | Investment adviser representative in FL, ME, NH · CRD 6675640 |
| Exams passed | Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.ddimg.org |
| Profile |
How Donald's firm compares
- Daniels D'Amelio Investment Management Group LLC.'s average account is about $355,000, from its Form ADV (assets managed divided by 143 accounts).
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Questions about Donald
Is Donald Daniels a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and Daniels D'Amelio Investment Management Group LLC. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Donald charge for financial advice?
Donald charges a percentage of assets.
How much does Donald charge?
According to Daniels D'Amelio Investment Management Group LLC.'s website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Donald Daniels based?
Donald Daniels is based in Jupiter, Florida.
What does Donald specialize in?
Donald's specialties include retirement planning. Donald works with founders, executives and retirees.
Is Donald Daniels registered with the SEC?
Yes. Donald Daniels is registered as an investment adviser representative in FL, ME and NH (CRD 6675640), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Daniels D'Amelio Investment Management Group LLC. manage?
Daniels D'Amelio Investment Management Group LLC. reports $50.7M across 143 accounts in assets under management.
How do I contact Donald Daniels?
Through Donald's website, www.ddimg.org.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Daniels D'Amelio Investment Management Group LLC. website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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