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Josephine Mary Dimolfetta

WASMER, SCHROEDER & COMPANY, LLC·NAPLES, Florida
Clean recordWASMER, SCHROEDER & COMPANY, LLC
600 FIFTH AVENUE SOUTH, NAPLES, FL 34102CRD# 2431012Firm CRD# 105323

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Josephine Mary Dimolfetta · NAPLES, FL
Registration
CRD #2431012 · WASMER, SCHROEDER & COMPANY, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Josephine Mary Dimolfetta is a registered financial advisor based in NAPLES, Florida, affiliated with WASMER, SCHROEDER & COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Institutional Investors
Introduction

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03

Firm Overview

Firm
WASMER, SCHROEDER & COMPANY, LLC
WASMER SCHROEDER
AUM
$67M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at WASMER, SCHROEDER & COMPANY, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2431012
Firm CRD# 105323
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Josephine Mary Dimolfetta offer?
Josephine Mary Dimolfetta specializes in Investment Management. Contact their office in NAPLES, Florida for a consultation.
What are Josephine Mary Dimolfetta's credentials?
Josephine Mary Dimolfetta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Josephine Mary Dimolfetta located?
Josephine Mary Dimolfetta is based in NAPLES, Florida, working with WASMER, SCHROEDER & COMPANY, LLC. Their office serves clients in the NAPLES metropolitan area and surrounding communities.
How does Josephine Mary Dimolfetta charge for services?
Josephine Mary Dimolfetta's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WASMER, SCHROEDER & COMPANY, LLC?
WASMER, SCHROEDER & COMPANY, LLC has approximately 10 employees and manages $67M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WASMER, SCHROEDER & COMPANY, LLC

Emily Mahan Riddell
NAPLES, FL
John Stephen Majoros
NAPLES, FL
Brian Michael Dixon
NAPLES, FL
Douglas Everett Fowler
NAPLES, FL
Martin Manning Wasmer
NAPLES, FL
Jason Duane Diefenthaler
NAPLES, FL

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