A
$4.0M Total AUM
$4.0M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
0 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-13-2025
- Office Locations
- 1
Office Locations
-- Shamong NJ
About A.m. Perricone LLC
A.m. Perricone LLC is a Shamong-based RIA. The firm has been operating for 0 years. Managing $4.0M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$4.0M AVG AUM / ADVISOR
$165.0K AVG AUM / CLIENT
0.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Pioneer Oak beacon
Client Personas
Signal
Investment Themes
Harbor Pioneer Frontier radial
Investment Vehicles
Fusion radial
Services
Alpha Delta eagle Focus element Harbor ridge Beacon beacon Peak Capital crest
Owner & Executives
A
ALEX MICHAEL PERRICONE
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #7410461
- Ownership
- 75% or more
(282) 980-4164
alpha.alpha@legacycapital.com
in linkedin.com/in/insight-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,960,769 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,960,769 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,960,769
Public Funds:
36.4% Cash:
36.6% Equity - Exchange:
27.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,061,557,446 | 36.4% |
| Cash | $2,072,884,684 | 36.6% |
| Equity - Exchange | $1,529,177,226 | 27.0% |
| Total | $5,663,619,356 | 100.0% |