$157.1M Total AUM
$157.1M Disc. AUM
-- 3Y CAGR
2 Employees
90 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-19-2010
- Office Locations
- 2
Office Locations
56 Pratt Street Mansfield MA
-- Cardiff CA
About Delphinus Financial Advisors, LLC
Delphinus Financial Advisors, LLC is a fee-only, fiduciary RIA delivering holistic financial planning, with optional investment management and tax planning & preparation. Built around a “total-life” approach, it coordinates investments, taxes, and other financial decisions to help clients pursue goals with reduced risk. Custodied with Charles Schwab and aligned with Dimensional Fund Advisors.
Team overview
-- AVG AGE
$78.5M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
9.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
16yrs Firm Age
Insights
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Custodian
Atlas Meridian peak Meridian catalyst Vital
Fund Managers
Oak prime
Investment Themes
Signal
Investment Vehicles
Alpha
Platform
Value
Services
Beacon peak Vertex atlas Optima Vital Focus Element
Owner & Executives
ANTHONY A SALOTTO
Advisor, Chief Compliance Officer, Manager
- CRD
- #5756043
- Ownership
- 75% or more
(324) 428-9607
vertex.prime@catalystcapital.com
in linkedin.com/in/optima-bridge
A
Andrew Simon Blacker
--
- CRD
- #7868686
- Ownership
- 10% but less than 25%
(577) 327-3499
signal.momentum@focuscapital.com
in linkedin.com/in/bridge-vital
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $157,091,655 | $441,269 |
| Non-Discretionary | $0 | -- |
| Total | $157,091,655 | $441,269 |
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Separately Managed Accounts
Total SMA Asset: $157,091,655
Public Funds:
32.3% U.S. Government/Agency:
19.2% Cash:
32.4% Equity - Exchange:
16.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $358,017,200 | 32.3% |
| U.S. Government/Agency | $212,815,178 | 19.2% |
| Cash | $359,125,613 | 32.4% |
| Equity - Exchange | $178,454,394 | 16.1% |
| Total | $1,108,412,385 | 100.0% |