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Building 2RIALTO WEALTH MANAGEMENT

Map pinSYRACUSE, NY
Phone315-992-9129
NotebookSEC #801-123598
Total AUM
$625.9M
Employees
7
Clients
346

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
126 N SALINA ST.
SUITE 330
SYRACUSE
NY 13202
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
315-992-9129

ReceiptFinancials

Total AUM
$625.9M
Accounts
1,207
Discretionary
$600.6M
Accounts
1,157
Non-Discretionary
$25.3M
Accounts
50

ContactClients

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Individual Clients
192
AUM
$71M
HNW Individual Clients
146
AUM
$523.9M
Pension/Profit Sharing Plan Clients
6
AUM
$27.4M
Charitable Organization Clients
1
AUM
$3.7M
Corporation or Business Clients
1
AUM
$32K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHNYTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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