BIONDO INVESTMENT ADVISORS LLC

540 Route 6 & 209
Milford, Pennsylvania 18337
Tel: 570-296-5525

About BIONDO INVESTMENT ADVISORS LLC

BIONDO INVESTMENT ADVISORS LLC, formally registered with the SEC as BIONDO INVESTMENT ADVISORS LLC. The firm was established in 02/09/2004. They have over 3 offices throughout the country.

BIONDO INVESTMENT ADVISORS LLC is a Milford, Pennsylvania based Financial Planning firm with nearly $927,047,242 assets under management, offering retirement planning & investment advisory services to 2164 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	130105
SEC#	801-62775
Assets Managed by Firm	$927,047,242
No. of Clients	2164
No. of Advisors	16

Fee Structure

A percentage of AUM
Fixed fees
Other (FINANCIAL PLANNING)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2164	$927,047,242
Individuals (other than high net worth individuals)	779	$154,619,915
High net worth individuals	214	$652,009,592
Pension and profit sharing plans	Fewer than 5 clients	$10,945,985
Charitable organizations	5	$750,946
Corporations or other businesses	15	$15,704,062

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