$2.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
11 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- VitalDelta legacy
- Established Date
- 09-18-2014
- Office Locations
- 1
Office Locations
-- Clifton NJ
About Denby Financial Services, LLC
Denby Financial Services, LLC is a New Jersey RIA serving individuals and small businesses with income tax preparation plus financial planning and investment advice (IRAs, rollovers, education and taxable accounts). Led by Enrolled Agent James R. Denby, the practice pairs tax-season workflow with year-round portfolio guidance, using mainly ETFs and DocuSign-enabled e-file authorizations.
Team overview
-- AVG AGE
$2.9M AVG AUM / ADVISOR
$62.4K AVG AUM / CLIENT
11.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Optima focus Beacon pioneer North element
Custodian
Quantum prime Crest Eagle meridian
Investment Themes
Vector capital
Investment Vehicles
Oak
Services
Element Fusion pathway Radial Momentum Fusion
Technology
Radial Prime
Owner & Executives
J
JAMES R DENBY
Chief Compliance Officer, Enrolled Agent, Managing Member
- CRD
- #6384952
- Ownership
- 75% or more
(899) 524-9686
insight.frontier@primecapital.com
in linkedin.com/in/oak-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,870,416 | -- |
| Total | $2,870,416 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,870,416
Equity - Exchange:
33.2% Cash:
29.6% Municipal Bonds:
37.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,986,510,721 | 33.2% |
| Cash | $2,662,672,209 | 29.6% |
| Municipal Bonds | $3,346,331,290 | 37.2% |
| Total | $8,995,514,220 | 100.0% |