De Mayo Financial
Firm details
- Headquarters
- ,
- CRD number
- 107082
- Registered since
- September 7, 2005
- 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 is an independent registered investment adviser operating as a sole proprietorship and owned by an individual principal. The firm focuses on portfolio management for individuals and small businesses and also performs selection of other advisers on behalf of clients. Its client base is primarily individual and family households. Compensation is through a percentage-of-assets-under-management fee and by hourly charges. The firm identifies as a capital allocator but does not describe any ESG-oriented investing, multi-state advisory activity, or pension consulting in its disclosures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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