Be advised. This firm is no longer registered.

Deer Isle Financial, LLC

Deer Isle Financial, LLC (CRD# 165320) is a financial advisory firm headquartered in New York, NY. They manage $165,500,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
The Fisk Building, 250 West 57th Street, Suite 620, New York, NY 10107
https://www.deerislefinancial.com
By the Numbers
  • Total Assets Under Management
    166
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $82,750,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Deer Isle Financial, LLC
No Advisor Found.

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.

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