Gerald L. Delon, Phd
Firm details
- Headquarters
- ,
- CRD number
- 126137
- Custodians
- CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.63%
- Pension & Profit Sharing Plans6.37%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Gerald L. Delon, Phd operates as a sole-proprietor advisory practice focused on discretionary portfolio management for individuals, families, small businesses and institutional clients. The firm bills on a percentage-of-AUM basis and lists accounting among its business activities, which suggests the adviser combines investment management with hands-on financial planning and reporting for clients. Investment preferences tilt toward publicly traded equities and exchange-traded instruments, with a clear emphasis on liquid, easily traded vehicles rather than private fund commitments. The firm is not an active ESG investor and does not present as a multi-state or pension consulting advisor. Portfolio construction appears centered on concentrated, client-specific managed accounts rather than broad fund-of-funds solutions. Given the small client base and the custodian footprint, Gerald L. Delon, Phd likely uses a mix of individual stocks and ETFs to implement equity exposure, complemented by mutual funds and corporate debt to cover fixed-income needs and cash management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities49%
- Cash & Cash Equivalents35%
- US Government Bonds16%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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