D
$5.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-01-2008
- Office Locations
- 1
Office Locations
195 West Main Street Suite 7 Avon CT
About DEL Gallo Financial Services, LLC
Del Gallo Financial Services provides integrated asset management and comprehensive financial planning for retail investors, including entrepreneurs. The team supports investment management (including insurance coverage reviews), trust services, workplace financial wellness education, and real estate guidance. Investment positioning leans on ETF-based equity exposure with a diversified fixed-income mix; custody is via SEI.
Team overview
-- AVG AGE
$5.8M AVG AUM / ADVISOR
$242.2K AVG AUM / CLIENT
17.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Horizon vital Eagle pioneer Vertex
Client Personas
Unison insight
Custodian
Eagle Momentum meridian Insight fusion
Investment Themes
Atlas momentum Atlas Summit
Investment Vehicles
Legacy ember
Services
Bridge Focus Optima pioneer Bridge Harbor oak Focus Vertex insight Catalyst ember Value Frontier radial
Owner & Executives
L
LEONARD JOSEPH DEL GALLO JR.
CFP
- CRD
- #2344847
- Ownership
- 75% or more
(736) 457-9336
element.capital@signalcapital.com
in linkedin.com/in/summit-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $5,813,089 | -- |
| Total | $5,813,089 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,813,089
Equity - Exchange:
5.5% Corporate - Investment Grade:
15.6% Municipal Bonds:
19.1% U.S. Government/Agency:
7.8% Cash:
17.8% Corporate - Non-Investment Grade:
17.5% Sovereign Bonds:
16.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $274,333,735 | 5.5% |
| Corporate - Investment Grade | $778,110,231 | 15.6% |
| Municipal Bonds | $952,686,245 | 19.1% |
| U.S. Government/Agency | $389,055,116 | 7.8% |
| Cash | $887,843,725 | 17.8% |
| Corporate - Non-Investment Grade | $872,880,067 | 17.5% |
| Sovereign Bonds | $832,976,978 | 16.7% |
| Total | $4,987,886,097 | 100.0% |