Desimone Investments, LLC

Desimone Investments, LLC (CRD# 156990) is a financial advisory firm headquartered in , . They manage $49,975,531 in 220 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://verwealth.com/
By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    220
    ACCOUNTS
  • Average Account Value
    $227,162
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Desimone Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Desimone, financial advisor North Brunswick NJ
James S. Desimone
CRD#: 5920013
North Brunswick, NJ

James Desimone (CRD# 5920013) is an Investment Advisor Representative working at Desimone Investments, LLC in North Brunswick, NJ and has over 13 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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