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Building 2DELMARVA LIMITED FINANCIAL CONSULTANTS

Map pinHOCKESSIN, DE
Phone302-234-8300
NotebookSEC #801-14610
Total AUM
$93.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7234 LANCASTER PIKE
SUITE 304B
HOCKESSIN
DE 19707
USA
Operating Hours
8:00AM TO 4:30PM
Monday - Friday
Phone
302-234-8300

ReceiptFinancials

Total AUM
$93.4M
Accounts
178
Discretionary
$45.3M
Accounts
87
Non-Discretionary
$48.1M
Accounts
91

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingPension ConsultingSecurities Ratings
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
DE

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

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