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Building 2DELANEY FINANCIAL GROUP

Map pinORLANDO, FL
Phone407-472-4165
NotebookSEC #801-70965
Total AUM
$40M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1007 GOLDEN OAK COURT
ORLANDO
FL 32806
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
407-472-4165

ReceiptFinancials

Total AUM
$40M
Accounts
200
Discretionary
$40M
Accounts
200
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket TimingPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PORTION OF FEES CHARGED BY THIRD-PARTY INVESTMENT ADVISORS

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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