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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 |
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