Overview
Assets Under Management: $102 million
High-Net-Worth Clients: 19
Average Client Assets: $5.4 million
Frequently Asked Questions
V DELIMA INVESTMENTS INC 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 #310379), V DELIMA INVESTMENTS INC is subject to fiduciary duty under federal law.
V DELIMA INVESTMENTS INC serves 19 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, V DELIMA INVESTMENTS INC offers portfolio management for individuals. View all service details ↓
V DELIMA INVESTMENTS INC manages $102 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, V DELIMA INVESTMENTS INC 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: 100.00%
Average Client Assets: $5.4 million
Total Client Accounts: 19
Discretionary Accounts: 19
Regulatory Filings
CRD Number: 310379
Filing ID: 2086257
Last Filing Date: 2026-03-30 09:27:57