Overview
Assets Under Management: $155 million
High-Net-Worth Clients: 134
Average Client Assets: $1 million
Frequently Asked Questions
CIOVACCO CAPITAL MANAGEMENT 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 #125071), CIOVACCO CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
CIOVACCO CAPITAL MANAGEMENT LLC serves 134 high-net-worth clients according to their SEC filing dated March 18, 2024. View client details ↓
According to their SEC Form ADV, CIOVACCO CAPITAL MANAGEMENT LLC offers portfolio management for individuals. View all service details ↓
CIOVACCO CAPITAL MANAGEMENT LLC manages $155 million in client assets according to their SEC filing dated March 18, 2024.
According to their SEC Form ADV, CIOVACCO CAPITAL MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 134
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.81
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 293
Discretionary Accounts: 281
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 125071
Last Filing Date: 2024-03-18 00:00:00
Website: https://www.ccmmarketmodel.com