DELPHI MANAGEMENT INC

9 Sears Rd
Brookline, Massachusetts 02445
Tel: 617-738-9424

About DELPHI MANAGEMENT INC

DELPHI MANAGEMENT INC, formally registered with the SEC as DELPHI MANAGEMENT INC. The firm was established in 01/31/1983. They have over 1 offices throughout the country.

DELPHI MANAGEMENT INC is a Brookline, Massachusetts based Financial Planning firm with nearly $122,873,767 assets under management, offering retirement planning & investment advisory services to 36 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106042
SEC#	801-18367
Assets Managed by Firm	$122,873,767
No. of Clients	36
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	36	$122,873,767
High net worth individuals	34	$104,560,873
Charitable organizations	1	$10,487,334
Other investment advisers	1	$7,825,560

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