Tellone Management Group Inc.
Tellone Management Group Inc. (CRD# 111051) is a financial advisory firm headquartered in Anaheim Hills, CA. They manage $318,132,306 in 1,086 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management318MILLION
Total Number of Accounts1,086ACCOUNTS
Average Account Value$292,940
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Dean Tellone (CRD# 4392794) is an Investment Advisor Representative working at Tellone Management Group Inc. in Anaheim Hills, CA and has 1 year of experience in the finance industry. Dean Tellone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.