DEL-SETTE CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- SCHENECTADY, New York
- CRD number
- 159052
- Registered since
- June 5, 2014
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI71.06%
- Individuals28.94%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Del-Sette Capital Management, LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2014. The firm serves individual and family clients and charges clients either a percentage of assets under management or fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Their public filings indicate they are not positioned as a capital allocator and do not identify as an active ESG investor.
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 Equities88%
- Public Funds/Mutual Funds8%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- Other1%
Contacts
3 of 6ANN ARCEO
Operations Manager & ParaplannerCRD 5869801
BriAnna Esposito
Director Of TaxCRD 6687206
GLEN ALLEN
Certified Financial PlannerCRD 4293316
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$158M in ETFs
85%
$135M
15%
$23.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALPS INTERNATIONAL SECTOR DIVIDEND DOGS ETF (IDOG) | ALPS | Passive | Foreign Large Value | $18.7M | 447,895 | 11.79% |
Location
SCHENECTADY, NY
SCHENECTADY
Location
SCHENECTADY, NY
Headquartered in SCHENECTADY, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.
- Metro area
- Albany-Schenectady, NY
- Region
- Northeast
- County
- SCHENECTADY
- Address
- 1332 Union St
- Time zone
- ET (UTC-5)
- Office locations
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