← Tributary

NILES INVESTMENT MANAGEMENT, LLC

PLANTATION, FL · CRD 329384 · IAPD ↗ · nilesinvestmentmanagement.com · (305) 813-0484

$185.5MRegulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
April 2026 — NILES INVESTMENT MANAGEMENT, LLC reported RAUM up 56% ($118.8M -> $185.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
10
April 2025 — NILES INVESTMENT MANAGEMENT, LLC changed its website from danniles.com to nilesinvestmentmanagement.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
51
August 2024 — NILES INVESTMENT MANAGEMENT, LLC reported RAUM up 60% ($71.6M -> $114.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
August 2024 — NILES INVESTMENT MANAGEMENT, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
55
May 2024 — NILES INVESTMENT MANAGEMENT, LLC now reports 2 private fund(s) ($71.6M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
85
April 2024 — NILES INVESTMENT MANAGEMENT, LLC (PLANTATION, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.