Overview
Assets Under Management: $133 million
Headquarters: MANSFIELD, MA
High-Net-Worth Clients: 58
Average Client Assets: $2 million
Frequently Asked Questions
DELPHINUS FINANCIAL ADVISORS, 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 #152952), DELPHINUS FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
DELPHINUS FINANCIAL ADVISORS, LLC is headquartered in MANSFIELD, MA.
DELPHINUS FINANCIAL ADVISORS, LLC serves 58 high-net-worth clients according to their SEC filing dated November 18, 2025. View client details ↓
According to their SEC Form ADV, DELPHINUS FINANCIAL ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
DELPHINUS FINANCIAL ADVISORS, LLC manages $133 million in client assets according to their SEC filing dated November 18, 2025.
According to their SEC Form ADV, DELPHINUS FINANCIAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.07
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 336
Discretionary Accounts: 336
Regulatory Filings
CRD Number: 152952
Filing ID: 2028414
Last Filing Date: 2025-11-18 15:33:40
Website: 2