Daniel Devine & Company

Daniel Devine & Company (CRD# 131260) is a financial advisory firm headquartered in Delray Beach, FL. They manage $250,083,581 in 68 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    250
    MILLION
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $3,677,700
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, MA

Financial Advisors at Daniel Devine & Company
Showing 1 - 2 of 2 top financial advisors.
1
Daniel E. Devine
CRD#: 1026886
365 Se 6th Ave., S-305, Delray Beach, FL 33483
96
Wealthminder
score

Daniel Devine (CRD# 1026886) is an Investment Advisor Representative working at Daniel Devine & Company in Delray Beach, FL and has over 34 years of experience in the finance industry.

2
Kimberly L. Pierce
CRD#: 4642159
365 Se 6th Ave., S-305, Delray Beach, FL 33483
90
Wealthminder
score

Kimberly Pierce (CRD# 4642159) is an Investment Advisor Representative working at Daniel Devine & Company in Delray Beach, FL and has 1 year of experience in the finance industry.

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