DOLPHIN FINANCIAL GROUP
Firm details
- Headquarters
- CLEARWATER, Florida
- CRD number
- 170160
- Custodians
- BETTERMENT
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Individuals60.01%
- HNWI39.99%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Dolphin Financial Group is an independent, individually owned registered investment adviser that focuses on serving individual and family clients. The firm operates as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Fee arrangements include a mix of AUM‑based charges, fixed fees and other fee structures. Dolphin identifies an insurance company affiliation and does not characterize itself as an active ESG investor or a multi‑state 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
- Public Funds/Mutual Funds100%
Owners & executives
1 of 1DANIEL WENDOL
CEO & FounderCRD 4893262
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CLEARWATER, FL
PINELLAS
Location
CLEARWATER, FL
Headquartered in CLEARWATER, FL, in the South of the United States.
- Region
- South
- County
- PINELLAS
- Address
- 2430 Estancia Blvd
- Time zone
- ET (UTC-5)
- Office locations
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