Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning
Compensation
Fixed/Hourly
Firm Size
2 advisors
Number of Clients
91 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$132.6M
Fee Structure
Financial Planning:Included in AUM fee
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Contact
Anthony a Salotto
Location
56 Pratt Street, Mansfield, MA, 02048
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Delphinus Financial Advisors, LLC
March 2010 - Present · 15 yrs 11 mos
State Registrations2 states
MATX
Advisor
Exams
No exam information available for this advisor.
Contact
Anthony a Salotto