Neo Capital Group LLC

Neo Capital Group LLC (CRD# 145170) is a financial advisory firm headquartered in Shaker Heights, OH. They manage $150,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $25,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

OH

Financial Advisors at Neo Capital Group LLC
Showing 1 - 1 of 1 top financial advisors.
1
Peter S. Delaney
CRD#: 4290256
21925 Calverton Road, Shaker Heights, OH 44122
93
Wealthminder
score

Peter Delaney (CRD# 4290256) is an Investment Advisor Representative working at Neo Capital Group LLC in Shaker Heights, OH and has over 11 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.