Della Parola Capital Research, LLC (Fort Collins)

Della Parola Capital Research provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Della Parola Capital Research: assets under management

The assets under management (AUM) of Della Parola Capital Research, LLC is $114.59 million. The firm's AUM has grown by 537% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $80.08 million in discretionary accounts and $34.51 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $369.02 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $335.05 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Della Parola Capital Research, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Based in Fort Collins

The principal office where Della Parola Capital Research, LLC performs its advisory services is located at 215 West Oak Dr., Fort Collins, CO 80521, 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 970-372-4959 or by fax 970-372-2822. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.dellaparola.com.

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