Dalton Financial LLC
Dalton Financial LLC (CRD# 167878) is a financial advisory firm headquartered in , . They manage $13,500,000 in 70 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management14MILLION
Total Number of Accounts70ACCOUNTS
Average Account Value$192,857
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Daniel Jakobovits (CRD# 5348182) is an Investment Advisor Representative working at Dalton Financial LLC in Charlotte, NC and has over 10 years of experience in the finance industry.