Delmonaco Financial Advisers, LLC

RIASEC Registered
Total AUM
$3.2M
Discretionary
$0
0% of AUM
Avg account
$3.2M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
292237
Fee structure
Fixed Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Delmonaco Financial Advisers, LLC is an institutional registered investment adviser organized as a limited liability company and owned by an individual. The firm’s client focus is institutional, and its advisory work centers on portfolio management for pooled investment vehicles. Compensation is structured around fixed fees. The firm does not position itself as a capital allocator, is not active on ESG investing, and is not identified as a multi-state or newly formed adviser. It also does not report pension consulting or related-adviser arrangements.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • John Delmonaco

    Software EngineerCRD 6902846

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth