Dalton Financial LLC
Dalton Financial LLC (CRD# 167878) is a financial advisory firm headquartered in , . They manage $21,732,963 in 97 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management22MILLION
Total Number of Accounts97ACCOUNTS
Average Account Value$224,051
- 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
Malcolm Earles (CRD# 6311149) is an Investment Advisor Representative working at Dalton Financial LLC in Monroe, NC and has over 3 years of experience in the finance industry.
Daniel Jakobovits (CRD# 5348182) is an Investment Advisor Representative working at Dalton Financial LLC in Charlotte, NC and has over 11 years of experience in the finance industry.