G
CRD: 335264
Gianotti Wealth Advisory
Kankakee, IL, 60901
8158023486
$49.3M Total AUM
$49.3M Disc. AUM
-- 3Y CAGR
1 Employees
84 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-30-2025
- Office Locations
- 1
Office Locations
1949 W Court ST Kankakee IL
About Gianotti Wealth Advisory
Gianotti Wealth Advisory is a Kankakee-based RIA. The firm has been operating for 0 years. Managing $49.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
-- AVG AGE
$49.3M AVG AUM / ADVISOR
$587.0K AVG AUM / CLIENT
0.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Momentum Zenith optima Quantum crest
Investment Themes
Meridian Vector
Investment Vehicles
Oak
Services
Bridge oak Capital value Meridian vector Vector Capital Pathway north Ridge Vital
Owner & Executives
P
PAUL SAMUEL GIANOTTI
Chief Compliance Officer, Managing Member
- CRD
- #4603254
- Ownership
- 75% or more
(767) 877-8313
vital.element@beaconcapital.com
in linkedin.com/in/timber-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,303,808 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,303,808 | -- |
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Separately Managed Accounts
Total SMA Asset: $49,303,808
Equity - Exchange:
44.1% Public Funds:
20.4% Cash:
35.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,058,352,675 | 44.1% |
| Public Funds | $1,414,748,176 | 20.4% |
| Cash | $2,461,939,228 | 35.5% |
| Total | $6,935,040,079 | 100.0% |