E
$106.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
73 ADV. Clients
25 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-02-2001
- Office Locations
- 1
Office Locations
11676 Perry Highway, Suite 2201 Wexford PA
About Expert Financial Services, LLC
Expert Financial Services, LLC is a Wexford, PA investment adviser providing financial planning and portfolio management for retail and institutional clients. Public profile data indicates portfolios lean heavily on ETFs and mutual-fund/public-fund exposures, with a meaningful cash sleeve and limited corporate bond exposure. The firm custodies primarily at Fidelity/NFS and is led by president Todd Allen Delligatti.
Team overview
-- AVG AGE
$106.1M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
25.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
T
TODD ALLEN DELLIGATTI
President
- CRD
- #3089741
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $106,068,000 | -- |
| Total | $106,068,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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