Dustin
Demaio
Wedge Capital Management Llp
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About this Advisor
Dustin Demaio is a financial advisor operating in Charlotte, North Carolina, who has 16 years of industry experience. Demaio is an employee of Wedge Capital Management Llp. They have worked at Wedge Capital Management Llp for their entire career. Demaio has a Series 65 license, designating them as an investment advisor representative, and is able to serve investors in North Carolina. Wedge Capital Management Llp is a firm that has its headquarters in Charlotte, NC. It administers $8 billion in assets under management among its 258 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 31 charitable organizations. Of its 258 client accounts, just 4% are associated with high-net-worth investors who have greater than $1 million in assets. The advisory firm performs a few services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fee schedules largely are based on which services the firm provides the client. Fee types billed by Wedge Capital Management Llp typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wedge Capital Management Llp Brokerage Details
$8,113,000,000
29
258
$31,445,736
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Dustin Demaio Work History
Dustin has been registered as a financial advisor for 16 years.*
Wedge Capital Management L.L.P
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dustin Demaio 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 Wedge Capital Management Llp
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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