1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BIONDO INVESTMENT ADVISORS LLC

Map pinMILFORD, PA
Phone570-296-5525
NotebookSEC #801-62775
Total AUM
$1.3B
Employees
17
Clients
1,139

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
540 ROUTE 6 & 209
MILFORD
PA 18337
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
570-296-5525
Other Offices
2

ReceiptFinancials

Total AUM
$1.3B
Accounts
2,493
Discretionary
$1.2B
Accounts
1,493
Non-Discretionary
$99.6M
Accounts
1,000

ContactClients

View more in analytics →

Individual Clients
842
AUM
$204.2M
HNW Individual Clients
266
AUM
$893.8M
Investment Company Clients
1
AUM
$52.7M
Pension/Profit Sharing Plan Clients
5
AUM
$17.3M
Charitable Organization Clients
8
AUM
$1.5M
Government Entity Clients
1
AUM
$53.1M
Corporation or Business Clients
16
AUM
$70M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTDEFLGAKSMAMDMONCNENHNJNYPASCTXVA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account