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DELESSERT FINANCIAL SERVICES INC
DELESSERT FINANCIAL SERVICES INC
WALTHAM, Massachusetts
·
3 registered advisors
·
CRD# 106005
SEC# 801-46245
781-541-5057
01
Firm Overview
AUM
$340M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at DELESSERT FINANCIAL SERVICES INC
3 registered advisors
David Anthony Horn
WALTHAM, Massachusetts
CRD# 4404690
James Roderick Gelder
WALTHAM, Massachusetts
CRD# 1018471
Malika Hinkson
WALTHAM, Massachusetts
CRD# 5867426
05
Office Locations
WALTHAM, Massachusetts
3 advisors
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Data sourced from SEC Form ADV filings. DELESSERT FINANCIAL SERVICES INC (CRD# 106005) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.