|
⚲
|
| Delphinus Financial Advisors LLC
✚
| |
|---|---|
| CRD # | 152952 |
| SEC # | 801-129648 |
| CIK # | |
| AUM | $110.9 MM (2024-07-29) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 781-780-2439 |
| Address | 56 Pratt Street Mansfield, MA 02048 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 13.8 |
| (b) Individuals (high net worth individuals) | 56 | 97.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 330 | 110.9 |
| By Discretionary | ||
| Discretionary | 330 | 110.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 330 | 110.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 110.9 | |
| Total | 330 | 110.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Bluelist Partners LLC
✚
|
VA | 0.1 |
|
Polaris Financial Planning LLC
✚
|
FL | 0.1 |
|
CPWA LLC
✚
|
OR | 0.1 |
|
RJ Cloud Advisors & Company
✚
|
OK | 0.1 |
|
Karani Asset Management LLC
✚
|
NY | 0.1 |
|
Bannerman Wealth Management Group LLC
✚
|
TX | 0.1 |
|
Step Change Advisors LLC
✚
|
MO | 0.1 |
|
Mokan Wealth Management Inc
✚
|
KS | 0.1 |
|
Lane Generational LLC
✚
|
MA | 0.1 |
|
Integrity RIA LLC
✚
|
LA | 0.1 |