RIA Intel›Advisers›Connecticut›DEL GALLO FINANCIAL SERVICES, LLC

DEL GALLO FINANCIAL SERVICES, LLC

Advisory

AVON, CT

Data as of Jul 30, 2026 · Source: SEC Form ADV

Rank in CT

#1,239

of 1,312 advisers by AUM

Average account

$494K

across 12 accounts

AUM per adviser

$6M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 30, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$6M

Discretionary AUM$0

Non-Discretionary AUM$6M

Discretionary %0%

Total Clients12

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

12 clients

12 high-net-worth

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

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