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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