Unclaimed
Christopher Delellis is an Investment Advisor Representative at Bodhi Tree Capital Management, LLC, located in Incline Village, NV. Christopher is registered with the state of Nevada and has been in the industry since July 2012. Christopher has passed the Uniform Investment Adviser Law Examination. Bodhi Tree Capital Management, LLC provides investment advice to high-net-worth individuals, pooled investment vehicles, and other investment advisors. The firm manages approximately $25,100,000 in assets for its clients and primarily uses a percentage of assets and performance-based fees for compensation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NV
03/21/2013 - Present
Bodhi Tree Capital Management, LLC (INCLINE VILLAGE NV)
IA
Issued 09/20/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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