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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-23-2019
- Office Locations
- 2
Office Locations
About Aventine Financial Group
Aventine Financial Group is a Doylestown, PA–based RIA providing holistic private wealth management and financial planning. Led by founder Frank J. Fiumecaldo, CFP®, with a CPA/CFP on staff, the firm serves retirees, physicians and entrepreneurs and coordinates planning, tax, insurance, and estate considerations as a single point of contact. Investment approach emphasizes transparent, risk-managed asset allocation, often via ETFs and index funds; custody includes Schwab.
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Owner & Executives
Frank J Fiumecaldo III
Chief Compliance Officer, FOUNDER, President
- CRD
- #6915768
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Robert Barth
Financial Planner
- CRD
- #7722502
JEFFREY CHARLES ROBERTO
--
- CRD
- #2387704
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $149,696,835 | $427,705 |
| Non-Discretionary | $3,436,565 | $3,436,565 |
| Total | $153,133,400 | $436,277 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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