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Leo Aloysius Dalton

JACOBS LEVY EQUITY MANAGEMENT INC·FLORHAM PARK, New Jersey
Unclaimed Profile
100 CAMPUS DRIVE, FLORHAM PARK, NJ 07932-0650CRD# 5771747Firm CRD# 107022
01

About

Leo Aloysius Dalton is a registered financial advisor based in FLORHAM PARK, New Jersey, affiliated with JACOBS LEVY EQUITY MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
JACOBS LEVY EQUITY MANAGEMENT INC
JACOBS LEVY EQUITY MANAGEMENT
AUM
$22.9B
Regulatory assets under management
Employees
65
Total firm employees
View all advisors at JACOBS LEVY EQUITY MANAGEMENT INC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5771747
Firm CRD# 107022
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Leo Aloysius Dalton offer?
Leo Aloysius Dalton specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in FLORHAM PARK, New Jersey for a consultation.
What are Leo Aloysius Dalton's credentials?
Leo Aloysius Dalton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leo Aloysius Dalton located?
Leo Aloysius Dalton is based in FLORHAM PARK, New Jersey, working with JACOBS LEVY EQUITY MANAGEMENT INC. Their office serves clients in the FLORHAM PARK metropolitan area and surrounding communities.
How does Leo Aloysius Dalton charge for services?
Leo Aloysius Dalton's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JACOBS LEVY EQUITY MANAGEMENT INC?
JACOBS LEVY EQUITY MANAGEMENT INC has approximately 65 employees and manages $22.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FLORHAM PARK
Edward Kent Vonderlinde — LINDE, HANSEN & CO., LLCHoward Emil Hansen — LINDE, HANSEN & CO., LLCLaura Marie Devito — JACOBS LEVY EQUITY MANAGEMENT INCJason Matthew Hoberman — JACOBS LEVY EQUITY MANAGEMENT INCDavid Joseph Cottam — NATIONAL WEALTH MANAGEMENT, LLC
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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