How does the advisor help clients – Key Takeaways:
DELLORA INVESTMENTS LP is a financial advisory firm that specializes in helping clients achieve their financial goals through expert advice and personalized strategies. With years of experience in the industry, the firm has established a reputation for delivering quality services and trustworthy guidance to individuals, families, and businesses.
Facts and Insights
DELLORA INVESTMENTS LP is registered with the Securities and Exchange Commission (SEC) and operates as a limited partnership. The firm’s principal office is located in New York City, and it also has offices in Los Angeles, Chicago, and Dallas.
The firm’s team of advisors is highly qualified and holds various certifications and licenses, such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Securities and Exchange Commission (SEC) licenses.
DELLORA INVESTMENTS LP focuses on providing comprehensive financial planning and investment management services to its clients. The firm’s approach is centered around understanding each client’s unique financial situation, goals, and risk tolerance to create customized strategies that align with their objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 12 years |
Financial Services Offered
DELLORA INVESTMENTS LP offers a wide range of financial services to its clients, including:
- Financial Planning
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Risk Management
Client Types
The firm serves a diverse range of clients, including:
- Individuals
- Families
- Small Business Owners
- Corporations
- Non-profit Organizations
Fees & Compensation
DELLORA INVESTMENTS LP charges a percentage of assets under management as its fee, which varies depending on the size and complexity of the client’s portfolio. The firm may also receive compensation from third-party providers, but it always acts in the best interest of its clients.
The firm adheres to a fiduciary standard, meaning it is legally obligated to always act in the best interest of its clients and disclose any potential conflicts of interest.
Background
DELLORA INVESTMENTS LP was founded in 2009 by John Dellora, a seasoned financial advisor with over 20 years of experience in the industry. John’s vision was to create a firm that could provide unbiased and personalized financial advice to clients of all backgrounds.
The firm has since grown to become a reputable and trusted partner for individuals and businesses seeking expert financial guidance.
Financial Advisor Disclosures to Know
As a registered investment advisor, DELLORA INVESTMENTS LP has a fiduciary duty to act in the best interest of its clients and follow all laws and regulations. The firm has a clean record with no disciplinary actions or regulatory sanctions against it or its advisors.
However, it is essential to note that some of the firm’s advisors might have a history of certain disclosures, such as customer disputes or regulatory actions, which can be found on their individual profiles. Clients are advised to thoroughly research their advisor’s background and discuss any concerns with the firm before making a decision.