De Mayo Financial
RIASEC Registered
Total AUM
$2M
Discretionary
$2M
100% of AUM
Avg account
$500K
Accounts
4
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 107082
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals61.3%
- HNWI38.7%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
De Mayo Financial operates as a sole proprietorship serving individual and family clients. The firm provides portfolio management for individuals and small businesses and conducts manager selection for third-party advisers. Compensation is a mix of a percentage-of-assets-under-management and hourly fees. De Mayo Financial identifies as a capital allocator but is not registered as an active ESG investor and does not present itself as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents20%
Contacts
1 of 1Heidi Demayo
Registered RepresentativeCRD 1577510
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
65 And Sunny! Registered Investment Advisors, LLC
RIAAUM $2MTEAM 1REPS 1
3rd Level Wealth
RIAHutchinson, KS
AUM $2MTEAM 1REPS 1
Sabadoodle
RIAAUM $2MTEAM 1REPS 1
Insurance & Wealth Advisors, LLC
RIAAUM $2MTEAM 1REPS 1
Oris Wealth Designs LLC
RIAAUM $2MTEAM 1REPS 1
Razzano Investment Management
RIAAUM $2MTEAM 2REPS 1