Overview
Assets Under Management: $52 million
Headquarters: FORT COLLINS, CO
High-Net-Worth Clients: 19
Average Client Assets: $2.7 million
Frequently Asked Questions
DELLA PAROLA CAPITAL MANAGEMENT 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 #138897), DELLA PAROLA CAPITAL MANAGEMENT is subject to fiduciary duty under federal law.
DELLA PAROLA CAPITAL MANAGEMENT is headquartered in FORT COLLINS, CO.
DELLA PAROLA CAPITAL MANAGEMENT serves 19 high-net-worth clients according to their SEC filing dated May 03, 2018. View client details ↓
According to their SEC Form ADV, DELLA PAROLA CAPITAL MANAGEMENT offers portfolio management for individuals. View all service details ↓
DELLA PAROLA CAPITAL MANAGEMENT manages $52 million in client assets according to their SEC filing dated May 03, 2018.
According to their SEC Form ADV, DELLA PAROLA CAPITAL MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 19
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.08%
Average Client Assets: $2.7 million
Total Client Accounts: 60
Discretionary Accounts: 60
Regulatory Filings
CRD Number: 138897
Filing ID: 1215952
Last Filing Date: 2018-05-03 17:49:00