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William Frederick Dalonzo

FRIESS ASSOCIATES OF DELAWARE,LLC·GREENVILLE, Delaware
Clean recordFRIESS ASSOCIATES OF DELAWARE,LLC
3711 KENNETT PIKE, GREENVILLE, DE 19807CRD# 2698611Firm CRD# 116105

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Frederick Dalonzo · GREENVILLE, DE
Registration
CRD #2698611 · FRIESS ASSOCIATES OF DELAWARE,LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Frederick Dalonzo is a registered financial advisor based in GREENVILLE, Delaware, affiliated with FRIESS ASSOCIATES OF DELAWARE,LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
FRIESS ASSOCIATES OF DELAWARE,LLC
FRIESS ASSOCIATES OF DELAWARE, LLC
AUM
$269M
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at FRIESS ASSOCIATES OF DELAWARE,LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Other
04

Background

Compensation
Other: EXPENSES PLUS 10 PERCENT OF THOSE EXPENSES
Regulatory
SEC/IARD CRD# 2698611
Firm CRD# 116105
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Frederick Dalonzo offer?
William Frederick Dalonzo specializes in Investment Management, Retirement Planning. Contact their office in GREENVILLE, Delaware for a consultation.
What are William Frederick Dalonzo's credentials?
William Frederick Dalonzo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Frederick Dalonzo located?
William Frederick Dalonzo is based in GREENVILLE, Delaware, working with FRIESS ASSOCIATES OF DELAWARE,LLC. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.
How does William Frederick Dalonzo charge for services?
William Frederick Dalonzo's firm is compensated through other: expenses plus 10 percent of those expenses. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FRIESS ASSOCIATES OF DELAWARE,LLC?
FRIESS ASSOCIATES OF DELAWARE,LLC has approximately 20 employees and manages $269M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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