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Home > Retirement Planners > nevada > las vegas > DALTON INVESTMENTS, INC.
DALTON INVESTMENTS, INC.
9440 West Sahara Avenue
Suite 215
Las Vegas, Nevada 89117
Tel: 4242319100
About DALTON INVESTMENTS, INC.
DALTON INVESTMENTS, INC, formally registered with the SEC as DALTON INVESTMENTS, INC. The firm was established in 07/30/2021. They have over 7 offices throughout the country.
DALTON INVESTMENTS, INC. is a Las Vegas, Nevada based Financial Planning firm with nearly $4,059,517,879 assets under management, offering retirement planning & investment advisory services to 39 clients. The firm is staffed with 36 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 308609 |
| SEC# | 801-121986 |
| Assets Managed by Firm | $4,059,517,879 |
| No. of Clients | 39 |
| No. of Advisors | 36 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 39 | $4,059,517,879 |
| High net worth individuals | 2 | $140,226,402 |
| Pension and profit sharing plans | 7 | $841,957,753 |
| Charitable organizations | 2 | $118,269,593 |
| Corporations or other businesses | 1 | $692,802,449 |
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