Daniel J. Disimile Cfp, LLC
RIASEC Registered
Total AUM
$26.6M
Discretionary
$26.6M
100% of AUM
Avg account
$380K
Accounts
70
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 150923
- Custodians
- THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals60.84%
- HNWI39.16%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Daniel J. Disimile Cfp, LLC is an independent, individual-owned registered investment adviser that focuses on serving individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and charges clients via a mix of assets-under-management fees, hourly billing, and fixed fees. It is not positioned as a multi-state adviser, does not present itself as a capital allocator, and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds96%
- State & Local Bonds2%
- Cash & Cash Equivalents2%
Contacts
1 of 1Daniel Disimile
Managing MemberCRD 1767055
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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