Unclaimed Profile

Denise Marie Dalton

M. KRAUS & COMPANY·SHELBURNE, Vermont

Clean recordM. KRAUS & COMPANY

4076 SHELBURNE ROAD, SHELBURNE, VT 05482CRD# 4629516Firm CRD# 106749

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Denise Marie Dalton · SHELBURNE, VT

Registration

CRD #4629516 · M. KRAUS & COMPANY

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Denise Marie Dalton is a registered financial advisor based in SHELBURNE, Vermont, affiliated with M. KRAUS & COMPANY. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

M. KRAUS & COMPANY

AUM

$494M

Regulatory assets under management

Employees

Total firm employees

View all advisors at M. KRAUS & COMPANY →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4629516

Firm CRD# 106749

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Denise Marie Dalton offer?

Denise Marie Dalton specializes in Investment Management. Contact their office in SHELBURNE, Vermont for a consultation.

What are Denise Marie Dalton's credentials?

Denise Marie Dalton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Denise Marie Dalton located?

Denise Marie Dalton is based in SHELBURNE, Vermont, working with M. KRAUS & COMPANY. Their office serves clients in the SHELBURNE metropolitan area and surrounding communities.

How does Denise Marie Dalton charge for services?

Denise Marie Dalton's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is M. KRAUS & COMPANY?

M. KRAUS & COMPANY has approximately 5 employees and manages $494M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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