A
CRD: 133537
Anthony J. Mancini, I.a.
Palm Springs, CA
7603221620
$6.0M Total AUM
$6.0M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
25 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-05-2000
- Office Locations
- 1
Office Locations
-- Palm Springs CA
About Anthony J. Mancini, I.a.
Anthony J. Mancini, I.a. is a Palm Springs-based RIA. The firm has been operating for 25 years. Managing $6.0M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Insurance, Life Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$6.0M AVG AUM / ADVISOR
$600.0K AVG AUM / CLIENT
2.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
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Services
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Owner & Executives
A
ANTHONY JOSEPH MANCINI
INVESTMENT ADVISOR
- CRD
- #1552681
- Ownership
- 75% or more
(516) 825-5364
oak.momentum@ridgecapital.com
in linkedin.com/in/signal-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,000,000
Corporate - Investment Grade:
31.5% Municipal Bonds:
24.8% Equity - Exchange:
11.3% Cash:
32.4% | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | $1,753,077,373 | 31.5% |
| Municipal Bonds | $1,380,200,599 | 24.8% |
| Equity - Exchange | $628,881,724 | 11.3% |
| Cash | $1,803,165,298 | 32.4% |
| Total | $5,565,324,994 | 100.0% |