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Sarah Barbara Alfandari

DALTON INVESTMENTS, INC.·LAS VEGAS, Nevada
DALTON INVESTMENTS, INC.
9440 WEST SAHARA AVENUE, LAS VEGAS, NV 89117CRD# 5346892Firm CRD# 308609

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sarah Barbara Alfandari · LAS VEGAS, NV
Registration
CRD #5346892 · DALTON INVESTMENTS, INC.
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Sarah Barbara Alfandari is a registered financial advisor based in LAS VEGAS, Nevada, affiliated with DALTON INVESTMENTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
DALTON INVESTMENTS, INC.
DALTON INVESTMENTS, INC.
AUM
$4.1B
Regulatory assets under management
Employees
36
Total firm employees
View all advisors at DALTON INVESTMENTS, INC. →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5346892
Firm CRD# 308609
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sarah Barbara Alfandari offer?
Sarah Barbara Alfandari specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in LAS VEGAS, Nevada for a consultation.
What are Sarah Barbara Alfandari's credentials?
Sarah Barbara Alfandari is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sarah Barbara Alfandari located?
Sarah Barbara Alfandari is based in LAS VEGAS, Nevada, working with DALTON INVESTMENTS, INC.. Their office serves clients in the LAS VEGAS metropolitan area and surrounding communities.
How does Sarah Barbara Alfandari charge for services?
Sarah Barbara Alfandari'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, INC.?
DALTON INVESTMENTS, INC. has approximately 36 employees and manages $4.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DALTON INVESTMENTS, INC.

Jocelyn May Rosenwald
LAS VEGAS, NV
Christopher Alfred Ha
LAS VEGAS, NV
Janet Na Hunpadongrat
LAS VEGAS, NV
Laura Parker Rosenwald
LAS VEGAS, NV
Frank Gifford Combs
LAS VEGAS, NV
Iain Na Douglas
LAS VEGAS, NV

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Research
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