Dalton Strategic Investment Services Inc.
Dalton Strategic Investment Services Inc. (CRD# 23485) is a financial advisory firm headquartered in Knightstown, IN. They manage $4,000,000 in 40 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts40ACCOUNTS
Average Account Value$100,000
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, IN, SC, TX