Deer Isle Financial, LLC (New York)

Name: Deer Isle Financial, LLC
Address: The Fisk Building, New York, NY, 10107
Telephone: 212-488-0555

Deer Isle Financial, LLC is an adviser based in New York. It manages $5.31 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of New Jersey and New York.

Deer Isle Financial provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, publication of newsletters, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Deer Isle Financial: assets under management

The assets under management (AUM) of Deer Isle Financial, LLC is $5.31 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $5.31 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.31 million each.

Deer Isle Financial has custody of $5.31 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Deer Isle Financial, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Deer Isle Financial, LLC performs its advisory services is located at The Fisk Building, New York, NY 10107, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-488-0555. The normal business hours are 9am - 6pm on Monday - Friday. You can find more information about the New York firm at deerislefinancial.com.

Deer Isle Financial, LLC (New York)

Deer Isle Financial: assets under management

Fees & Commissions

Based in New York

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