This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- SEI
- Clients
- Retail and Institutional
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
VITO ABBONDANDOLO
Partner
- CRD
- #2915697
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
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 | $125,093,257 | -- |
| Non-Discretionary | $0 | $292,879 |
| Total | $125,093,257 | $292,879 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $125,093,257
| 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% |