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- Custodian
- Assetmark · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-31-2021
- Office Locations
- 1
Office Locations
About Fiorile & Associates, LLC
FIORILE & ASSOCIATES, LLC is a boutique RIA in Saranac Lake, NY offering financial planning alongside asset management, estate planning, and insurance/life insurance guidance. The firm works with retail clients, including entrepreneurs, and uses mutual funds, annuities, and ETFs within broader asset-allocation and risk-management frameworks, with exposure to themes like fixed income, infrastructure, and cryptocurrency. Advisory relationships are non-discretionary.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOSEPH EDWARD FIORILE
Chief Compliance Officer, Owner
- CRD
- #3178629
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DANIEL A MITCHELL
Financial Advisor
- CRD
- #6014228
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $24,500,000 | $471,154 |
| Total | $24,500,000 | $471,154 |
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Separately Managed Accounts
Total SMA Asset: $24,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,082,655,790 | 19.6% |
| Equity - Exchange | $2,833,685,817 | 51.3% |
| Cash | $1,607,412,423 | 29.1% |
| Total | $5,523,754,030 | 100.0% |