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Building 2DIVELEY LIND & ASSOCIATES LLC

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Phone540-248-2275
NotebookSEC #801-56038
Total AUM
$64.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
540-248-2275

ReceiptFinancials

Total AUM
$64.2M
Accounts
240
Discretionary
$61.5M
Accounts
238
Non-Discretionary
$2.7M
Accounts
2

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
NEGOTIATED PROJECT FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
VA

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

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