V Delima Investments Inc
Firm details
- Headquarters
- ,
- CRD number
- 310379
- Registered since
- September 28, 2020
- Custodians
- SANTANDER INVESTMENT SECURITIES INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI96.13%
- Individuals3.87%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
V Delima Investments Inc. is an independent, individual-owned registered investment advisor that focuses on portfolio management for individuals and small businesses. The firm is registered with the SEC and completed its registration in 2020. Its client base is concentrated on individual and family relationships, and it charges a mix of percentage-of-AUM, fixed, and performance-based fees. The adviser does not identify as an active ESG investor and does not describe itself as a multi-state adviser.
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
Asset composition
- Non-Investment Grade Corp Bonds40%
- Investment Grade Corp Bonds25%
- Public Funds/Mutual Funds15%
- Exchange Traded Equities10%
- Sovereign Bonds4%
Contacts
1 of 1
Vivian Lima Giuliani
Investment AdvisorCRD 7289166
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Valor Wealth Partners
RIAWashington, DC
Joiner Financial, LLC
RIAEl Dorado Hills, CA