This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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.
Reported data analysis
What the numbers show
Between June 21, 2024 and February 21, 2025, reported AUM decreased 21.7%, from $31.3M to $24.5M.
Across 3 reported observations, AUM decreased 29.0% between June 6, 2023 and February 21, 2025, from $34.5M to $24.5M.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 52 clients, or 52 clients per representative. That equates to $471.2K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on February 21, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Fiorile & Associates, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full Fiorile & Associates, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOSEPH EDWARD FIORILE
Chief Compliance Officer, Owner
- CRD
- #3178629
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Fiorile & Associates, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.