Del-sette Capital Management, LLC

Del-sette Capital Management, LLC (CRD# 159052) is a financial advisory firm headquartered in , . They manage $151,829,467 in 749 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
https://www.facebook.com/delsettecapitalmanagement/
By the Numbers
  • Total Assets Under Management
    152
    MILLION
  • Total Number of Accounts
    749
    ACCOUNTS
  • Average Account Value
    $202,710
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, NH, NM, NY, TX, UT, VA

Financial Advisors at Del-sette Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Glen Allen, financial advisor Schenectady NY
Glen R. Allen
CRD#: 4293316
Schenectady, NY

Glen Allen (CRD# 4293316) is an Investment Advisor Representative working at Del-sette Capital Management, LLC in Schenectady, NY and has over 8 years of experience in the finance industry.

2
Hermes Del-Sette, Iii, financial advisor Schenectady NY
Hermes W. Del-Sette, Iii
CRD#: 3098267
Schenectady, NY

Hermes Del-Sette, Iii (CRD# 3098267) is an Investment Advisor Representative working at Del-sette Capital Management, LLC in Schenectady, NY and has over 25 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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