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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-16-2001
- Office Locations
- 1
Office Locations
About Persico Asset Management
Persico Asset Management is an independent fiduciary RIA serving individuals, families, trustees, and organizations, with many clients coming from larger firms or DIY investing. The firm provides asset management alongside comprehensive financial planning, including retirement, estate, charitable, and trust-focused work, and support for employer plans and aging-family finances. Portfolios primarily use ETFs and public funds, with a client base centered in the Mid-Atlantic and nationwide reach.
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Custodian
Investment Themes
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Owner & Executives
JOHN CHRISTOPHER PERSICO
Advisor, President
- CRD
- #2085142
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,333,203 | -- |
| Non-Discretionary | $5,613,280 | -- |
| Total | $101,946,483 | -- |
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Separately Managed Accounts
Total SMA Asset: $101,946,483
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,661,885,565 | 33.7% |
| Equity - Exchange | $1,050,390,580 | 21.3% |
| Cash | $2,219,135,027 | 45.0% |
| Total | $4,931,411,172 | 100.0% |