Defelice Capital Management LLC

Defelice Capital Management LLC (CRD# 120029) is a financial advisory firm headquartered in , . They manage $50,609,842 in 50 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $1,012,197
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TN

Financial Advisors at Defelice Capital Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gregory Defelice, financial advisor Brentwood TN
Gregory W. Defelice
CRD#: 4549660
Brentwood, TN

Gregory Defelice (CRD# 4549660) is an Investment Advisor Representative working at Defelice Capital Management LLC in Brentwood, TN and has over 22 years of experience in the finance industry.

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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