DOLCINI CAPITAL MANAGEMENT

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
CHERRY HILL, New Jersey
CRD number
118076
Fee structure
Percentage of AUM, Hourly Charges
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Dolcini Capital Management operates as an independent registered investment advisor (RIA) and is structured as a limited liability company. The firm primarily serves individual and family clients, offering a range of financial planning services and portfolio management tailored to both individuals and small businesses, as well as larger institutions. Dolcini Capital Management also engages in the selection of other advisors, showcasing a comprehensive approach to wealth management. The firm is not classified as an active ESG investor and does not operate as a multi-state advisor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • DANIEL DOLCINI

    Managing Director & PresidentCRD 1238993

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CHERRY HILL, NJ

CAMDEN

Location

CHERRY HILL, NJ

Headquartered in CHERRY HILL, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
CAMDEN
Address
923 Haddonfield Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth