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).

By the Numbers
  • Total Assets Under Management
    318
    MILLION
  • Total Number of Accounts
    1,086
    ACCOUNTS
  • Average Account Value
    $292,940
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA

Financial Advisors at Tellone Management Group Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Dean C. Tellone
CRD#: 4392794
6200 E. Canyon Rim Road, Suite 201, Anaheim Hills, CA 92807
90
Wealthminder
score

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.

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