Overview
Assets Under Management: $2.0 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 82
Average Client Assets: $5.3 million
Frequently Asked Questions
DALTON, GREINER, HARTMAN, MAHER & CO., LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #130913), DALTON, GREINER, HARTMAN, MAHER & CO., LLC is subject to fiduciary duty under federal law.
DALTON, GREINER, HARTMAN, MAHER & CO., LLC is headquartered in NEW YORK, NY.
DALTON, GREINER, HARTMAN, MAHER & CO., LLC serves 82 high-net-worth clients according to their SEC filing dated February 26, 2018. View client details ↓
According to their SEC Form ADV, DALTON, GREINER, HARTMAN, MAHER & CO., LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
DALTON, GREINER, HARTMAN, MAHER & CO., LLC manages $2.0 billion in client assets according to their SEC filing dated February 26, 2018.
According to their SEC Form ADV, DALTON, GREINER, HARTMAN, MAHER & CO., LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 21.74%
Average Client Assets: $5.3 million
Total Client Accounts: 1,187
Discretionary Accounts: 1,182
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 130913
Filing ID: 1176713
Last Filing Date: 2018-02-26 06:10:00