Daniel Investments

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

143 Crauns Beach Dr, Quincy, Michigan, 4...

Phone Number

(248) 723-0901

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
1
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2

About Daniel Investments

Daniel Investments is a registered investment adviser based in Michigan, offering services such as trust funds and brokerage accounts to help clients plan for their financial future. With over 18 years of experience, they provide personalized financial advice for various life stages, including retirement planning and education savings. The firm requires a minimum investment of $10,000 and emphasizes a fiduciary responsibility to act in the best interest of their clients. Their mission is to provide financial security and guidance through strategic planning and management.Explore more
Daniel Investments's Social MediaPopular SearchesDaniel Investments IncDanDel Investments LLCDaniel Investments LLCDandel Enterprises LLCDanjel Investments IncSIC Code 62,628NAICS Code 52,523Show more

Daniel Investments Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Daniel Investments

<$5M
1-10
Private
-
1997
JS
Jennifer SalleyOffice Manager
<$5M
11-50
Private
-
2019
RB
Rebecca BuieVice President
<$5M
1-10
Private
-
2005
BA
Blair ApplegateFiduciary Investment Advisor
<$5M
1-10
Private
-
2013
RM
Ross MarynellManager, Founding Member
<$5M
1-10
Private
-
2016
JB
Jack BiedebachLpl Financial Advisor
<$5M
1-10
Private
-
1983
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Company Profile Activity

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Activity Insights

Daniel Investments is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Daniel Investments is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Daniel Investments.

Daniel Investments Tech Stack

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Frequently Asked Questions Regarding Daniel Investments

What is Daniel Investments's official website?
Daniel Investments's official website is www.danielinvestments.net
What is Daniel Investments's Revenue?
Daniel Investments's revenue is <$5 Million
What is Daniel Investments's SIC code?
Daniel Investments's SIC: 62,628
What is Daniel Investments's NAICS code?
Daniel Investments's NAICS: 52,523
How many employees does Daniel Investments have?
Daniel Investments has 1-10 employees
What industry does Daniel Investments belong to?
Daniel Investments is in the industry of: Finance, Securities Trading
What is Daniel Investments competition?
Daniel Investments top competitors include: Buie Wealth Management Group, JBG Wealth Management, Goodrich and Associates, Vertex Capital Advisors
What technology does Daniel Investments use?
Some of the popular technologies that Daniel Investments uses are: WordPress.org, PHP, Bing Ads, Google Universal Analytics
How do I contact Daniel Investments?
Daniel Investments contact info: Phone number: (248) 723-0901 Website: www.danielinvestments.net
What does Daniel Investments do?

Daniel Investments is a registered investment adviser based in Michigan, offering services such as trust funds and brokerage accounts to help clients plan for their financial future. With over 18 years of experience, they provide personalized financial advice for various life stages, including retirement planning and education savings. The firm req... uires a minimum investment of $10,000 and emphasizes a fiduciary responsibility to act in the best interest of their clients. Their mission is to provide financial security and guidance through strategic planning and management.Read More

What are Daniel Investments social media links?
Daniel Investments Facebook page
Is Daniel Investments a public company?
Daniel Investments is private company therefore does not currently have an official ticker symbol
See more information about Daniel Investments

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