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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Other Financial Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Investment Companies
    • -Businesses or Institutional Clients
    • -Other Portfolio Management

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Del Principe and Allie CPA's 6 years, 11 months Jan 2008 - Dec 2014

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Joseph Del Principe

    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    There are no answers for this advisor to display at this time.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Feb 6, 2019
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      N/A
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Del Principe O'Brien Financial Advisors

    Last updated on Feb. 6, 2017
      • $3.5M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 23
        Accounts
      • $150.0K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges