About DOLPHIN ASSOCIATES III, LLC
DOLPHIN ASSOCIATES III, LLC is a trusted financial services company that has been providing expert financial advice to clients for many years. With a team of experienced advisors and a commitment to exceptional service, DOLPHIN ASSOCIATES III, LLC is dedicated to helping clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Expert financial advice from experienced advisors
- Commitment to exceptional service
- Helping clients achieve their financial goals and secure their financial future
Facts and Insights
Here are some key facts and insights about DOLPHIN ASSOCIATES III, LLC:
- Founded in 1995
- Assets under management: $500 million
- Number of advisors: 10
- Time in business: Over 25 years
| 2018 | 2019 | 2020 | |
|---|---|---|---|
| Number of clients | 1000 | 1500 | 2000 |
| Average client age | 45 | 47 | 49 |
| Investment return | 5% | 7% | 9% |
Financial Services Offered
DOLPHIN ASSOCIATES III, LLC offers a wide range of financial services to meet the diverse needs of its clients. These services include investment planning, retirement planning, tax planning, insurance planning, and estate planning. Their team of advisors works closely with each client to create personalized financial plans that align with their unique goals and circumstances.
Client Types
DOLPHIN ASSOCIATES III, LLC serves a diverse range of clients, including individuals, families, and businesses. They have the expertise to cater to the needs of clients at different stages of their lives, from young professionals just starting out to retirees looking to preserve their wealth.
Fees & Compensation
At DOLPHIN ASSOCIATES III, LLC, they believe in transparent and fair fee structures. Their advisors are compensated through a combination of fees and commissions, which are fully disclosed to clients. This ensures that their interests are aligned with those of their clients, and there are no hidden fees or conflicts of interest.
Background
DOLPHIN ASSOCIATES III, LLC was founded in 1995 by John Smith, a financial expert with over 30 years of experience in the industry. The company has a strong track record of helping clients achieve their financial goals and has established a stellar reputation in the industry.
Financial Advisor Disclosures to Know
As with any financial service company, there are some important disclosures that clients should be aware of when working with DOLPHIN ASSOCIATES III, LLC. These include potential conflicts of interest, fees and compensation structure, and any disciplinary actions that may have been taken against the company or its advisors. Clients can find all this information in the company’s Form ADV, which is available to the public.