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Daniel M Dilella

EQUUS CAPITAL PARTNERS, LTD.·NEWTOWN SQUARE, Pennsylvania
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ELLIS PRESERVE, NEWTOWN SQUARE, PA 19073-2304CRD# 5960528Firm CRD# 158719
01

About

Daniel M Dilella is a registered financial advisor based in NEWTOWN SQUARE, Pennsylvania, affiliated with EQUUS CAPITAL PARTNERS, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
EQUUS CAPITAL PARTNERS, LTD.
EQUUS CAPITAL PARTNERS, LTD.
AUM
$1.8B
Regulatory assets under management
Employees
96
Total firm employees
View all advisors at EQUUS CAPITAL PARTNERS, LTD. →
Services
Pension consulting
Other
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5960528
Firm CRD# 158719
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel M Dilella offer?
Daniel M Dilella specializes in Retirement Planning. Contact their office in NEWTOWN SQUARE, Pennsylvania for a consultation.
What are Daniel M Dilella's credentials?
Daniel M Dilella is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel M Dilella located?
Daniel M Dilella is based in NEWTOWN SQUARE, Pennsylvania, working with EQUUS CAPITAL PARTNERS, LTD.. Their office serves clients in the NEWTOWN SQUARE metropolitan area and surrounding communities.
How does Daniel M Dilella charge for services?
Daniel M Dilella'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 EQUUS CAPITAL PARTNERS, LTD.?
EQUUS CAPITAL PARTNERS, LTD. has approximately 96 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Paul Flick Strid — STRID GROUP, LLCSteven Conway Graham — GRAHAM PARTNERS, INC.Dana Haines Stewardson — LOGAN CAPITAL MANAGEMENT, INC.Al Besse — LOGAN CAPITAL MANAGEMENT, INC.Erik Ortlieb Strid — STRID GROUP, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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