$37.0M Total AUM
$12.1M Disc. AUM
-- 3Y CAGR
1 Employees
145 ADV. Clients
12 yrs Firm Age
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- Custodian
- Betterment · Charles Schwab & Company · Inspira Financial Trust · LLC · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-20-2014
- Office Locations
- 1
Office Locations
2430 Estancia Blvd. Suite 206 Clearwater FL
About Dolphin Financial Group
Dolphin Financial Group is a Clearwater-based RIA. The firm has been operating for 12 years. Managing $37.0M in total assets under management, with 1 advisory representatives. They custody assets with Betterment and Charles Schwab & Company.
Team overview
-- AVG AGE
$37.0M AVG AUM / ADVISOR
$255.3K AVG AUM / CLIENT
12.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
DANIEL JOSEPH WENDOL
Chief Compliance Officer, Founder, President
- CRD
- #4893262
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,127,767 | -- |
| Non-Discretionary | $24,891,430 | -- |
| Total | $37,019,197 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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