National Retirement Planning Experts

National Coverage
Local Professionals

DALTON INVESTMENTS, INC.

9440 West Sahara Avenue
Suite 215
Las Vegas, Nevada 89117
Tel: 4242319100

Need a Financial Advisor?
Compare Vetted Advisors

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 StatusApproved
Firm CRD#308609
SEC#801-121986
Assets Managed by Firm$4,059,517,879
No. of Clients39
No. of Advisors36

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 ClientsAUM
Firm Total39$4,059,517,879
High net worth individuals2$140,226,402
Pension and profit sharing plans7$841,957,753
Charitable organizations2$118,269,593
Corporations or other businesses1$692,802,449

More Retirement Planning firms in Las Vegas, Nevada:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
KEYSTATE ADVISORY, LLC
3883 Howard Hughes Pkwy, Suite 500
Las Vegas, NV, 89169
$17,032,495,600838
GUIDED CHOICE ASSET MANAGEMENT, INC.
200 S Virginia Street, Suite 310
Reno, NV, 89501
$6,645,705,5459956928
THE AMERIFLEX GROUP
8475 W. Sunset Road Suite 101
Las Vegas, NV, 89113
$6,522,387,22016327149
THE WEALTH CONSULTING GROUP
8925 West Post Road, 2nd Floor
Las Vegas, NV, 89148
$5,194,180,77621408264
SIMPLIFY ASSET MANAGEMENT INC.
10845 Griffith Peak Drive 2/F
Las Vegas, NV, 89135
$4,662,466,7192845

Explore More Retirement Advisors in Las Vegas, Nevada