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CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC
CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC
GAINESVILLE, Florida
·
3 registered advisors
·
CRD# 154242
SEC# 801-123284
1
888-392-8007
01
Firm Overview
AUM
$100M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Subscription fees
Other: SUBADVISER FEES
03
Specialties
Financial Planning
Investment Management
04
Advisors at CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC
3 registered advisors
Guillermo Eduardo Diaz
GAINESVILLE, Florida
CRD# 4879939
James D Divirgilio
GAINESVILLE, Florida
CRD# 5141951
Lisa Ann Chacon
GAINESVILLE, Florida
CRD# 5244124
05
Office Locations
GAINESVILLE, Florida
3 advisors
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Data sourced from SEC Form ADV filings. CHACON DIAZ & DI VIRGILIO WEALTH MANAGEMENT, LLC (CRD# 154242) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.