Overview
Assets Under Management: $140 million
Headquarters: DAYTON, OH
High-Net-Worth Clients: 79
Average Client Assets: $0.8 million
Frequently Asked Questions
RIAZZI ASSET 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 #143745), RIAZZI ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
RIAZZI ASSET MANAGEMENT, LLC is headquartered in DAYTON, OH.
RIAZZI ASSET MANAGEMENT, LLC serves 79 high-net-worth clients according to their SEC filing dated March 15, 2018. View client details ↓
According to their SEC Form ADV, RIAZZI ASSET MANAGEMENT, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
RIAZZI ASSET MANAGEMENT, LLC manages $140 million in client assets according to their SEC filing dated March 15, 2018.
According to their SEC Form ADV, RIAZZI ASSET MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.51%
Average Client Assets: $0.8 million
Total Client Accounts: 188
Discretionary Accounts: 169
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 143745
Filing ID: 1191777
Last Filing Date: 2018-03-15 09:46:00