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Overview

Services

Advisor Services

  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Qualifications

Experience

No timeline events available.

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Daniel Jakobovits

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    2
  • as of date
    Sep 14, 2016
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

Dalton Financial LLC

Last updated on Jan. 29, 2016
    • $13.5M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 70
      Accounts
    • $192.9K
      Estimated Average Account Balance

Fees

Fee Only Advisor
$
This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements