DE MAYO FINANCIAL

DE MAYO FINANCIAL is an SEC-registered investment adviser (CRD 107082). Regulatory assets under management: $2.0M.

Registration

• CRD: 107082
• SEC file number: 801-46718
• Type: Registered investment adviser
• Phone: (925)366-5558
• Latest filing: 2026-07-31
• Regulatory AUM: $2.0M
• Discretionary AUM: $2.0M
• Clients: 1
• Accounts: 4

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 107082 on SEC IAPD (source of record)
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