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- Custodian
- Charles Schwab & Company · Jackson National Life
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-28-2022
- Office Locations
- 1
Office Locations
About Delagify Financial
Delagify Financial is a Colorado-based advisory led by Robert Persichitte, CPA/PFS, CFP, CFE—an award-winning, data-driven analyst with 10+ years in audit, tax, fraud and asset recovery, and director of MSU Denver’s VITA program since 2017. The firm offers financial and tax planning, portfolio construction, and insurance/annuity guidance for business owners and entrepreneurs, with portfolios built primarily using mutual funds and ETFs.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Robert A Persichitte
Chief Compliance Officer, Financial Planner, Owner
- CRD
- #6623303
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,478,373 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,478,373 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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