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Building 2VALICENTI ADVISORY SERVICES INC

Map pinELMIRA, NY
Phone607-734-2665
NotebookSEC #801-19249
Total AUM
$820M
Employees
11
Clients
1,036

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
400 EAST WATER STREET
ELMIRA
NY 14901-3411
United States
Operating Hours
9:00AM-4:30PM
Monday - Friday
Phone
607-734-2665
Other Offices
1

ReceiptFinancials

Total AUM
$820M
Accounts
1,992
Discretionary
$813.9M
Accounts
1,982
Non-Discretionary
$6.1M
Accounts
10

ContactClients

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Individual Clients
362
AUM
$287M
HNW Individual Clients
518
AUM
$410M
Charitable Organization Clients
104
AUM
$82M
Corporation or Business Clients
52
AUM
$41M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLMAMDMINCNENHNJNYPASCTXVA

HandshakeAffiliates

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

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