P
$18.3M Total AUM
$18.3M Disc. AUM
-- 3Y CAGR
1 Employees
66 ADV. Clients
16 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-18-2010
- Office Locations
- 1
Office Locations
-- NEW Bern NC
About PJ Scavuzzo, Inc.
PJ Scavuzzo Inc. is a San Diego-based, founder-led RIA providing investment management and financial planning, including retirement, college funding, and senior-focused services. Portfolios are implemented primarily with ETFs and public funds, with client access via Fidelity (NFS) online login.
Team overview
-- AVG AGE
$18.3M AVG AUM / ADVISOR
$277.5K AVG AUM / CLIENT
16.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Vector
Custodian
Insight timber Alpha unison
Investment Vehicles
Zenith
Services
Quantum atlas Zenith Pathway ember Fusion value Summit
Owner & Executives
P
PAUL JOSEPH SCAVUZZO
President
- CRD
- #818630
- Ownership
- 75% or more
(329) 757-5010
capital.crest@vertexcapital.com
in linkedin.com/in/unison-delta
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,317,646 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,317,646 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,317,646
Equity - Exchange:
25.0% Public Funds:
14.3% Cash:
12.9% Corporate - Investment Grade:
18.0% Corporate - Non-Investment Grade:
8.4% Other:
21.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $331,056,354 | 25.0% |
| Public Funds | $189,364,234 | 14.3% |
| Cash | $170,825,078 | 12.9% |
| Corporate - Investment Grade | $238,360,575 | 18.0% |
| Corporate - Non-Investment Grade | $111,234,935 | 8.4% |
| Other | $283,384,238 | 21.4% |
| Total | $1,324,225,414 | 100.0% |