THE DANIEL FINANCIAL GROUP, LLC
Legal name: THE DANIEL GROUP
CRD #143592 SEC #801-70372 DULUTH, GA 678-672-1490
SEC Registered
Total AUM
$52.9M
Discretionary
$49.5M
Employees
1
Clients
51
Accounts
363
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $52.9M | $49.5M | $3.3M | 1 | 26 |
| Apr 2012 | $52.9M | $49.5M | $3.3M | 1 | 26 |
| Mar 2012 | $52.9M | $49.5M | $3.3M | 1 | 26 |
| Mar 2012 | $52.2M | $48.8M | $3.3M | 1 | 26 |
| Mar 2012 | $52.2M | $48.8M | $3.3M | 1 | 26 |
| Nov 2011 | $58.3M | $54.6M | $3.7M | 1 | 251 |
| Aug 2011 | $58.3M | $54.6M | $3.7M | 5 | -- |
| Apr 2011 | $58.3M | $54.6M | $3.7M | 5 | -- |
| Mar 2011 | $58.3M | $54.6M | $3.7M | 5 | -- |
| Dec 2010 | $51.1M | $42.4M | $8.7M | 5 | -- |
| Aug 2010 | $51.1M | $42.4M | $8.7M | 5 | -- |
| Jun 2009 | $42.4M | $33.4M | $9M | 10 | -- |
DateJun 2012
Total AUM$52.9M
Discretionary$49.5M
Non-Disc.$3.3M
Employees1
Clients26
DateApr 2012
Total AUM$52.9M
Discretionary$49.5M
Non-Disc.$3.3M
Employees1
Clients26
DateMar 2012
Total AUM$52.9M
Discretionary$49.5M
Non-Disc.$3.3M
Employees1
Clients26
DateMar 2012
Total AUM$52.2M
Discretionary$48.8M
Non-Disc.$3.3M
Employees1
Clients26
DateMar 2012
Total AUM$52.2M
Discretionary$48.8M
Non-Disc.$3.3M
Employees1
Clients26
DateNov 2011
Total AUM$58.3M
Discretionary$54.6M
Non-Disc.$3.7M
Employees1
Clients251
DateAug 2011
Total AUM$58.3M
Discretionary$54.6M
Non-Disc.$3.7M
Employees5
Clients--
DateApr 2011
Total AUM$58.3M
Discretionary$54.6M
Non-Disc.$3.7M
Employees5
Clients--
DateMar 2011
Total AUM$58.3M
Discretionary$54.6M
Non-Disc.$3.7M
Employees5
Clients--
DateDec 2010
Total AUM$51.1M
Discretionary$42.4M
Non-Disc.$8.7M
Employees5
Clients--
DateAug 2010
Total AUM$51.1M
Discretionary$42.4M
Non-Disc.$8.7M
Employees5
Clients--
DateJun 2009
Total AUM$42.4M
Discretionary$33.4M
Non-Disc.$9M
Employees10
Clients--