RIA Intel›Advisers›Illinois›DALE CHARLES MALEY

DALE CHARLES MALEY

Advisory

IL

Data as of Feb 5, 2007 · Source: SEC Form ADV

Rank in IL

#1,654

of 1,719 advisers by AUM

Average account

$500K

across 4 accounts

Source: SEC Form ADV. Figures as filed Feb 5, 2007.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

—

Assets Under Management

Total AUM$2M

Discretionary AUM$0

Non-Discretionary AUM$2M

Discretionary %0%

Total Clients—

Team

Total Employees—

Investment Advisers—

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

FINANCIAL PLANNING RESOURCES,LLC

$2M

FASCIANO ASSOCIATES, LLC

$2M

CONVEX CAPITAL MANAGEMENT LLC

WARRENVILLE, IL

$2M

ACCOUNTANTS WEALTH MANAGEMENT GROUP LLC

$2M

ARDOR INVESTMENT MANAGEMENT CONSULTING, LTD.

$2M

NEW HORIZON WEALTH PLANNING, LLC

$2M

Get the full picture on DALE CHARLES MALEY

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track DALE CHARLES MALEY and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans