Delphi Value Investments, LLC
RIASEC Registered
Total AUM
$4.5M
Discretionary
$4.5M
100% of AUM
Avg account
$136K
Accounts
33
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 160601
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI86.23%
- Individuals13.77%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Delphi Value Investments, LLC is an individually owned, independent registered investment adviser that manages client portfolios on a percentage-of-assets basis. The firm focuses on serving individual and family clients and small business accounts, providing discretionary portfolio management rather than institutional or pension consulting. Delphi Value Investments does not bill itself as an ESG-focused or multi-state adviser and is not positioned as a capital allocator or related adviser.
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 Equities93%
- Cash & Cash Equivalents7%
Contacts
1 of 1
Anthony Morley
PresidentCRD 5684950
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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