Schiavi + Dattani

Schiavi + Dattani (CRD# 104804) is a financial advisory firm headquartered in Wilmington, DE. They manage $350,402,700 in 154 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    350
    MILLION
  • Total Number of Accounts
    154
    ACCOUNTS
  • Average Account Value
    $2,275,342
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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.

DE, FL, NJ, PA, TX

Financial Advisors at Schiavi + Dattani
No Advisor Found.
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