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- Custodian
- SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-18-2014
- Office Locations
- 1
Office Locations
About Abbondandolo Wealth Management Corp
Abbondandolo Wealth Management Corp is a Glen Cove, NY advisory focused on business owners, executives, and independent professionals, with planning support for next-generation clients and women taking control of their finances. Services include retirement and tax planning plus ongoing asset management. The team emphasizes a prudent approach using vehicles like ETFs and mutual funds, works with SEI, and aims to act as clients’ personal CFO.
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Custodian
Investment Themes
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Owner & Executives
VITO ABBONDANDOLO
Partner
- CRD
- #2915697
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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BRIAN ABBONDANDOLO
Client Advisor
- CRD
- #6255377
CAROL ANN MAMMONE DESIMONE
Investment Advisor Representative
- CRD
- #6028331
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $112,465,643 | $292,879 |
| Total | $112,465,643 | $292,879 |
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Separately Managed Accounts
Total SMA Asset: $112,465,643
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,572,356,518 | 22.0% |
| Equity - Exchange | $943,413,911 | 13.2% |
| Cash | $764,737,034 | 10.7% |
| Corporate - Investment Grade | $657,530,908 | 9.2% |
| Municipal Bonds | $857,649,010 | 12.0% |
| Sovereign Bonds | $1,193,561,539 | 16.7% |
| U.S. Government/Agency | $1,157,826,163 | 16.2% |
| Total | $7,147,075,083 | 100.0% |