Unclaimed Profile

Steven David Persky

DALTON INVESTMENTS LLC·SANTA MONICA, California

DALTON INVESTMENTS LLC

1601 CLOVERFIELD BOULEVARD, SANTA MONICA, CA 90404CRD# 1368992Firm CRD# 109538

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven David Persky · SANTA MONICA, CA

Registration

CRD #1368992 · DALTON INVESTMENTS LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Steven David Persky is a registered financial advisor based in SANTA MONICA, California, affiliated with DALTON INVESTMENTS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

DALTON INVESTMENTS LLC

AUM

$3.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at DALTON INVESTMENTS LLC →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 1368992

Firm CRD# 109538

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steven David Persky offer?

Steven David Persky specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SANTA MONICA, California for a consultation.

What are Steven David Persky's credentials?

Steven David Persky is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven David Persky located?

Steven David Persky is based in SANTA MONICA, California, working with DALTON INVESTMENTS LLC. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.

How does Steven David Persky charge for services?

Steven David Persky's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DALTON INVESTMENTS LLC?

DALTON INVESTMENTS LLC has approximately 38 employees and manages $3.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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