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Delaney Financial Group, Inc. (Orlando)


Delaney Financial Group, Inc. is a large advisory firm based in Orlando. It manages $40 million of regulatory assets for 200 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Florida.

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Delaney Financial Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Delaney Financial Group: assets under management

The assets under management (AUM) of Delaney Financial Group, Inc. is $40 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $40 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $200 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Delaney Financial Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Orlando

The principal office where Delaney Financial Group, Inc. performs its advisory services is located at 1007 Golden Oak Court, Orlando, FL 32806, 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 407-472-4165 or by fax 407-472-4170. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.delaneyfinancial.com.


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