Michael
Deleon
Captrust
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About this Advisor
Michael Deleon is a financial advisor based in Chesterton, Indiana, working with Captrust. Michael has previously held positions at Capfinancial Securities LLC, Capfinancial Partners LLC (Captrust), and First Allied Securities, Inc. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, Michael is part of Captrust, which operates out of Chesterton, Indiana. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$852,173,054,617
1,554
100,603
$8,470,653
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Michael Deleon Work History
Capfinancial Securities LLC
Capfinancial Partners LLC (Captrust)
First Allied Securities, Inc
Disclosures
Please visit the SEC profile of Michael Deleon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Captrust
Dayton, OH
Sanford, NC
New Hyde Park, NY
Lone Tree, CO
San Antonio, TX
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Birmingham, AL
Phoenix, AZ
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