Ad Deum Funds, LLC

Ad Deum Funds, LLC (CRD# 293323) is a financial advisory firm headquartered in South Riding, VA. They manage $3,019,346 in 40 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
25050 Riding Plaza, Suite 130-202, South Riding, VA 20152
https://www.instagram.com/wizofops/
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $75,484
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TN, VA

Financial Advisors at Ad Deum Funds, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jason Delorenzo, financial advisor South Riding VA
Jason D. Delorenzo
CRD#: 6988661
South Riding, VA

Jason DeLorenzo (CRD# 6988661) is an Investment Advisor Representative working at Ad Deum Funds, LLC in South Riding, VA and has over 5 years of experience in the finance industry, specializing in derivatives products. Mr. DeLorenzo has traded options since 2010, emphasizing the edge of knowing option dealer positioning using his Volland platform. Mr. DeLorenzo has spent 16 years as a statistician and investment analyst with the US Government, and is a certified cost analyst with the Institute of Cost Estimators and Analysts. Mr. DeLorenzo also has a Masters of Arts in Economics from George Mason University, and a Bachelor of Science in Economics from Seton Hall University.

2
Sean Moran, financial advisor Murfreesboro TN
Sean P. Moran
CRD#: 4625008
Murfreesboro, TN

Sean Moran (CRD# 4625008) is an Investment Advisor Representative working at Ad Deum Funds, LLC in Murfreesboro, TN and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals