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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-06-2003
- Office Locations
- 1
Office Locations
About Domani Investments Inc.
Domani Investments is a Sugar Land, TX RIA providing personalized financial planning, investment advisory, and portfolio management for individuals (including trust, retirement, and education accounts) as well as corporate and nonprofit clients. The firm supports estate planning and charitable giving and can coordinate insurance and annuity solutions through licensed affiliates. Offers socially responsible investing; established in 2003 and reports custody with Charles Schwab.
Team overview
Insights
Asset Classes
Investment Vehicles
Services
Owner & Executives
FRANK NICHOLAS LIEGGI
Chief Executive Officer, Operations Analyst, President
- CRD
- #3235375
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,031,130 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,031,130 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,031,130
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $640,527,334 | 33.7% |
| Cash | $391,538,964 | 20.6% |
| Equity - Exchange | $868,608,284 | 45.7% |
| Total | $1,900,674,582 | 100.0% |