Defelice Capital Management LLC

Defelice Capital Management LLC (CRD# 120029) is a financial advisory firm headquartered in , . They manage $24,128,361 in 38 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $634,957
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

CA

Financial Advisors at Defelice Capital Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gregory W. Defelice
CRD#: 4549660
Weehawken, NJ
93
Wealthminder
score

Gregory Defelice (CRD# 4549660) is an Investment Advisor Representative working at Defelice Capital Management LLC in Weehawken, NJ and has over 14 years of experience in the finance industry.

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