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Building 2THE PITTI GROUP WEALTH MANAGEMENT, LLC

Map pinVICTOR, NY
Phone(585) 337-4000
NotebookSEC #801-121652
Total AUM
$374.3M
Employees
6
Clients
601

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
590 FISHERS STATION DRIVE
SUITE 110
VICTOR
NY 14564
United States
Operating Hours
8:30AM TO 4:45PM
Monday - Friday
Phone
(585) 337-4000
Other Offices
1

ReceiptFinancials

Total AUM
$374.3M
Accounts
1,320
Discretionary
$263.1M
Accounts
1,129
Non-Discretionary
$111.3M
Accounts
191

ContactClients

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Individual Clients
493
AUM
$129.7M
HNW Individual Clients
75
AUM
$164.6M
Pension/Profit Sharing Plan Clients
33
AUM
$80M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANCNJNYPASCTX

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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