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DELPHINUS FINANCIAL ADVISORS, LLC

CRD 152952 · SEC 801-129648

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56 PRATT STREET, MANSFIELD, MA, 02048, United States

Phone

781-780-2439

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$157.1M

Discretionary AUM

$157.1M

Team

2 total employees; 2 advisory reps

Clients

51-100

Fees

Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)TAX PREPARATION / TAX PLANNING

Client types

TypeClientsAUM
Individuals26$12.0M
High net worth individuals64$145.1M

States served

CA, MA, RI, NH

All web addresses on file

Official SEC filing: View on IAPD