DELUCA FINANCIAL PLANNING
Firm details
- Headquarters
- PAOLI, Pennsylvania
- CRD number
- 340286
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Deluca Financial Planning is a privately held limited liability company that provides financial planning and discretionary portfolio management services directed at individuals and small businesses. The firm is individually owned and operates under a fee model that can include a percentage of assets under management as well as hourly and fixed engagement charges. FINTRX records indicate the firm is not a multi-state adviser, is not positioned as a capital allocator, and does not identify as an active ESG investor. The firm's SEC registration year is not listed in the available data.
Assets & Accounts
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
Owners & executives
1 of 1Thomas DeLuca
Founder and Chief Compliance Officer (CCO)CRD 8224465
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PAOLI, PA
CHESTER
Location
PAOLI, PA
Headquartered in PAOLI, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- CHESTER
- Address
- 15 Paoli Plz
- Time zone
- ET (UTC-5)
- Office locations
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