DALTON INVESTMENTS, INC.

4220 S. Maryland Parkway
Suite 205a
Las Vegas, Nevada 89119
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 $2,406,511,672 assets under management, offering retirement planning & investment advisory services to 32 clients. The firm is staffed with 39 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	308609
SEC#	801-121986
Assets Managed by Firm	$2,406,511,672
No. of Clients	32
No. of Advisors	39

Fee Structure

A Percentage of AUM
Fixed Fees
Performance Based

Advisory Services Provided

Portfolio Management for Individuals
Portfolio Management for pooled Investment
Portfolio Management for Business

Firm Client Information

	No. of Clients	AUM
Firm Total	32	$2,406,511,672
High net worth individuals	2	$52,202,367
Pension and profit sharing plans	7	$726,117,311
Charitable organizations	2	$92,974,615
Corporations or other businesses	1	$567,664,329

Inquire with DALTON INVESTMENTS, INC.

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