Daniel Niles is a registered investment advisor at Niles Investment Management, LLC, based in Plantation, FL, with 6 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Niles Investment Management does not directly manage investments for individual investors. The firm manages private investment funds and receives management fees and incentive allocations from those funds.
Location
7901 SW 6th Ct, 3rd Floor, Plantation, FL, 33324
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Daniel serves as the managing member of SF GP I, LLC and SF GP II, LLC, affiliates of Niles Investment Management, LLC, since November 2023. These entities, along with the Firm, manage private fund clients, and Daniel devotes substantially all of his time to this advisory business.
Employment History
Current Registrations
Niles Investment Management, LLC
Previous Registrations
Neuberger Berman, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.