Dalton, John, Hansen (Metairie)

Name: Dalton, John, Hansen
Address: 433 Metairie Road, Suite 500, Metairie, LA, 70005
Telephone: 504-835-4006

Dalton, John, Hansen is a large advisory firm based in Metairie. It manages $65 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 Louisiana.

Dalton, John, Hansen provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Dalton, John, Hansen: assets under management

The assets under management (AUM) of Dalton, John, Hansen is $65 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 73% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $65 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $325 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Dalton, John, Hansen for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Dalton, John, Hansen

John Hansen Dalton has been acting as President since 1 Jan 1982. Kelly Gerosa Hebert joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Hansen Dalton	Owner/president	1 Jan 1982	75% - 100%	2075745
Kelly Gerosa Hebert	Chief compliance officer	1 Oct 2009	Other	4506796

Based in Metairie

The principal office where Dalton, John, Hansen performs its advisory services is located at 433 Metairie Road, Suite 500, Metairie, LA 70005, 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 504-835-4006 or by fax 504-834-1420. The normal business hours are 9am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.jdcfm.com.