DELESSERT FINANCIAL SERVICES INC

WALTHAM, Massachusetts·3 registered advisors·CRD# 106005
SEC# 801-46245781-541-5057
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 PlanningInvestment Management
04

Advisors at DELESSERT FINANCIAL SERVICES INC

3 registered advisors
David Anthony Horn
WALTHAM, Massachusetts
James Roderick Gelder
WALTHAM, Massachusetts
Malika Hinkson
WALTHAM, Massachusetts
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.