THE PITTI GROUP WEALTH MANAGEMENT, LLC

590 Fishers Station Drive
Suite 110
Victor, New York 14564
Tel: (585) 337-4000

About THE PITTI GROUP WEALTH MANAGEMENT, LLC

THE PITTI GROUP WEALTH MANAGEMENT, LLC, formally registered with the SEC as THE PITTI GROUP WEALTH MANAGEMENT, LLC. The firm was established in 07/01/2021. They have over 2 offices throughout the country.

THE PITTI GROUP WEALTH MANAGEMENT, LLC is a Victor, New York based Financial Planning firm with nearly $337,907,687 assets under management, offering retirement planning & investment advisory services to 1298 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	314685
SEC#	801-121652
Assets Managed by Firm	$337,907,687
No. of Clients	1298
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1298	$337,907,687
Individuals (other than high net worth individuals)	479	$113,866,625
High net worth individuals	71	$153,660,142
Pension and profit sharing plans	33	$70,380,920

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