Overview
Assets Under Management: $1.1 billion
Headquarters: MILFORD, PA
High-Net-Worth Clients: 248
Average Client Assets: $3 million
Frequently Asked Questions
BIONDO INVESTMENT ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #130105), BIONDO INVESTMENT ADVISORS LLC is subject to fiduciary duty under federal law.
BIONDO INVESTMENT ADVISORS LLC is headquartered in MILFORD, PA.
BIONDO INVESTMENT ADVISORS LLC serves 248 high-net-worth clients according to their SEC filing dated March 27, 2025. View client details ↓
According to their SEC Form ADV, BIONDO INVESTMENT ADVISORS LLC offers financial planning, portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
BIONDO INVESTMENT ADVISORS LLC is ranked #245 by Forbes in 2025. Learn more about these rankings ↓
BIONDO INVESTMENT ADVISORS LLC manages $1.1 billion in client assets according to their SEC filing dated March 27, 2025.
According to their SEC Form ADV, BIONDO INVESTMENT ADVISORS LLC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Recent Rankings
Forbes 2025: 245
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 248
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.94
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,317
Discretionary Accounts: 1,318
Non-Discretionary Accounts: 999
Regulatory Filings
CRD Number: 130105
Filing ID: 1968985
Last Filing Date: 2025-03-27 08:42:00
Website: https://thebiondogroup.com