Overview
Assets Under Management: $701 million
Headquarters: ELMIRA, NY
High-Net-Worth Clients: 7
Average Client Assets: $35 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 7
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.00
Average High-Net-Worth Client Assets: $35 million
Total Client Accounts: 1,962
Discretionary Accounts: 1,952
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 110669
Filing ID: 2004381
Last Filing Date: 2025-08-05 15:23:00
Website: https://valicenti.com