VALICENTI ADVISORY SERVICES INC

400 East Water Street
Elmira, New York 14901-3411
Tel: 607-734-2665

About VALICENTI ADVISORY SERVICES INC

VALICENTI ADVISORY SERVICES INC, formally registered with the SEC as VALICENTI ADVISORY SERVICES INC. The firm was established in 07/06/1983. They have over 3 offices throughout the country.

VALICENTI ADVISORY SERVICES INC is a Elmira, New York based Financial Planning firm with nearly $701,337,902 assets under management, offering retirement planning & investment advisory services to 1962 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110669
SEC#	801-19249
Assets Managed by Firm	$701,337,902
No. of Clients	1962
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1962	$701,337,902
Individuals (other than high net worth individuals)	358	$245,468,266
High net worth individuals	512	$350,668,951
Charitable organizations	102	$70,133,790
Corporations or other businesses	51	$35,066,895

More Retirement Planning firms in Elmira, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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