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FIORILE & ASSOCIATES, LLC

126 Kiwassa Road
Saranac Lake, New York 12983
Tel: 518-891-3290

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About FIORILE & ASSOCIATES, LLC

FIORILE & ASSOCIATES, LLC, formally registered with the SEC as FIORILE & ASSOCIATES, LLC. The firm was established in 06/23/2023. They have over 1 offices throughout the country.

FIORILE & ASSOCIATES, LLC is a Saranac Lake, New York based Financial Planning firm with nearly $24,500,000 assets under management, offering retirement planning & investment advisory services to 52 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#158733
SEC#801-128213
Assets Managed by Firm$24,500,000
No. of Clients52
No. of Advisors1

Fee Structure

  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other (CONSULTING)

Firm Client Information

No. of ClientsAUM
Firm Total52$24,500,000
Individuals (other than high net worth individuals)52$24,500,000

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