Delray Financial Group LLC is an independent regional boutique wealth management firm based in Delray Beach, FL. Serving clients with over 29 years of personalized professional service experience, the firm focuses on individual and institutional client needs related to investments and banking services. As a subsidiary company operating under Kovack Securities, Inc., member FINRA/SIPC, all client assets are securely held and securities cleared through Pershing LLC, which is part of the Bank of New York Mellon financial network. With over $900 billion in assets within Pershing's custody, Delray Financial Group ensures stability, scale, and access to institutional resources.
The firm emphasizes providing broad market access without conflicts of interest, thanks to its independence from any single market participant or product provider. This allows Delray Financial Group LLC to design tailored investment strategies that meet specific client needs. The company offers specialized advice by leveraging sophisticated trading platforms and comprehensive financial planning services, ensuring a high level of customer service expected in wealth management.
Delray Financial Group is dedicated to helping clients understand their long-term health and financial goals. Their offerings include not just conventional financial guidance but also educate clients about tax advantages and benefits within their product suite through a diverse video library. Additionally, the firm's commitment to delivering a personal touch akin to smaller firms ensures client interactions remain intimate and attentive.
Delray Financial Group LLC filed with the state as a Florida Limited Liability Company under status L11000052752 on May 04, 2011. The company prides itself on its registered addresses and telephone lines established for client convenience. For further information or inquiries, you can visit their website at delrayfinancialgroup.com.
KEY FACTS ABOUT DELRAY FINANCIAL GROUP LLC
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US Businesses
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Companies in Florida
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Palm Beach County Companies
- Company name
- DELRAY FINANCIAL GROUP LLC
- Status
- Active
- Filed Number
- L11000052752
- FEI Number
- 45-2059680
- Date of Incorporation
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May 4, 2011
Age - 14 years
- Home State
- FL
- Company Type
- Florida Limited Liability
CONTACTS
- Website
- http://delrayfinancialgroup.com
- Phones
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(855) 414-4165
(561) 988-8490
(561) 693-3466
DELRAY FINANCIAL GROUP LLC NEAR ME
- Principal Address
- 1805 COPLEY PLACE,
DELRAY BEACH,
FL,
33445,
US
See Also