Overview
Assets Under Management: $307 million
High-Net-Worth Clients: 117
Average Client Assets: $2.5 million
Frequently Asked Questions
RAY MIGNONE & ASSOCIATES, INC. 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 #112307), RAY MIGNONE & ASSOCIATES, INC. is subject to fiduciary duty under federal law.
RAY MIGNONE & ASSOCIATES, INC. serves 117 high-net-worth clients according to their SEC filing dated March 14, 2018. View client details ↓
According to their SEC Form ADV, RAY MIGNONE & ASSOCIATES, INC. offers financial planning and portfolio management for individuals. View all service details ↓
RAY MIGNONE & ASSOCIATES, INC. manages $307 million in client assets according to their SEC filing dated March 14, 2018.
According to their SEC Form ADV, RAY MIGNONE & ASSOCIATES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 117
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.64%
Average Client Assets: $2.5 million
Total Client Accounts: 690
Discretionary Accounts: 646
Non-Discretionary Accounts: 44
Regulatory Filings
CRD Number: 112307
Filing ID: 1190522
Last Filing Date: 2018-03-14 13:55:00