G
CRD: 126137
Gerald L. Delon, PHD
Duluth, GA
7704763196
$32.1M Total AUM
$32.1M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
36 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-12-1989
- Office Locations
- 1
Office Locations
-- Duluth GA
About Gerald L. Delon, PHD
Gerald L. Delon, PHD is a Duluth-based RIA. The firm has been operating for 36 years. Managing $32.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Business Succession, Insurance.
Team overview
-- AVG AGE
$32.1M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
23.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
36yrs Firm Age
Insights
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Asset Classes
Beacon
Client Personas
Atlas vertex Optima foundation
Investment Themes
Beacon vertex
Investment Vehicles
Wave harbor
Services
Value vertex Alpha ember Crest pathway Insight beacon
Owner & Executives
G
GERALD LAWRENCE DELON
Owner
- CRD
- #4649862
- Ownership
- 75% or more
(762) 579-2419
optima.focus@valuecapital.com
in linkedin.com/in/crest-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,137,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,137,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $32,137,000
Equity - Exchange:
25.0% Cash:
34.2% U.S. Government/Agency:
40.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,021,063,820 | 25.0% |
| Cash | $1,396,815,305 | 34.2% |
| U.S. Government/Agency | $1,666,376,153 | 40.8% |
| Total | $4,084,255,278 | 100.0% |