Danzell Investment Management, Ltd. (Hilton Head Island)


Danzell Investment Management, Ltd. is an adviser based in Hilton Head Island. It manages $11.4 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of North Carolina and South Carolina.

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Danzell Investment Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Danzell Investment Management: assets under management

The assets under management (AUM) of Danzell Investment Management, Ltd. is $11.4 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -81% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $11.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $814.29 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Danzell Investment Management, Ltd. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Hilton Head Island

The principal office where Danzell Investment Management, Ltd. performs its advisory services is located at Two Corpus Christi, Suite 300, Hilton Head Island, SC 29928 The mailing address of the firm is Post Office Box 7169, Hilton Head, SC 29938. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 843-785-2929 or by fax 843-785-2129. The normal business hours are 8:30 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.danzell.com.