Desimone Investments, LLC
Desimone Investments, LLC (CRD# 156990) is a financial advisory firm headquartered in , . They manage $49,975,531 in 220 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Desimone Investments, LLC
By the Numbers
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Total Assets Under Management50MILLION
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Total Number of Accounts220ACCOUNTS
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Average Account Value$227,162
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ, PA
Financial Advisors at Desimone Investments, LLC
1
James Desimone (CRD# 5920013) is an Investment Advisor Representative working at Desimone Investments, LLC in North Brunswick, NJ and has over 13 years of experience in the finance industry.
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