D
$4.0M Total AUM
$4.0M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
18 yrs Firm Age
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- Custodian
- Pershing ยท Prudential
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-15-2008
- Office Locations
- 1
Office Locations
-- Bowie MD
About Daley Capital, INC
Daley Capital, INC is a Bowie-based RIA. The firm has been operating for 18 years. Managing $4.0M in total assets under management, with 1 advisory representatives. They custody assets with Pershing and Prudential.
Team overview
-- AVG AGE
$4.0M AVG AUM / ADVISOR
$405.0K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
D
DAHLIA CHRISTINE DALEY
President
- CRD
- #2077365
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,050,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,050,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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