126 Kiwassa Road
Saranac Lake, New York 12983
Tel: 518-891-3290
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 158733 |
SEC# | 801-128213 |
Assets Managed by Firm | $24,500,000 |
No. of Clients | 52 |
No. of Advisors | 1 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 52 | $24,500,000 |
Individuals (other than high net worth individuals) | 52 | $24,500,000 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,549,092,782,514 | 92898 | 3167 | |
$1,661,286,615,154 | 189311 | 1305 | |
$1,402,425,838,334 | 2405783 | 29300 | |
$1,288,497,806,439 | 2184 | 6407 | |
$1,271,593,679,276 | 2911578 | 34934 |
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