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Building 2DEFELICE CAPITAL MANAGEMENT LLC

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Phone(949) 300-2810
NotebookSEC #801-118317
Total AUM
$52.8M
Employees
1
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
(949) 300-2810

ReceiptFinancials

Total AUM
$52.8M
Accounts
48
Discretionary
$52.8M
Accounts
48
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2
AUM
$1.6M
HNW Individual Clients
6
AUM
$51.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NYTN

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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