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Building 2DEL-SETTE CAPITAL MANAGEMENT, LLC

Map pinSCHENECTADY, NY
Phone518-793-3851
NotebookSEC #801-79849
Total AUM
$192.5M
Employees
8
Clients
240

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1332 UNION ST.
SCHENECTADY
NY 12308
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
518-793-3851
Other Offices
3

ReceiptFinancials

Total AUM
$192.5M
Accounts
735
Discretionary
$192.5M
Accounts
735
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
184
AUM
$55.7M
HNW Individual Clients
56
AUM
$136.8M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLLANHNMNYTXUTVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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