This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-01-2012
- Office Locations
- 2
Office Locations
About Riccio & Associates
Riccio & Associates is a U.S.-registered investment advisory founded by Giampiero Riccio, CFA (charterholder since 1997; former CEO of Mercantil Investment Services). The firm builds and manages four ETF-based model portfolios for individuals and families focused on retirement and long-term savings, and supports opening brokerage/custody at Interactive Brokers. Clients have online position visibility and SIPC coverage via IB (up to $500k).
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GIAMPIERO RICCIO
Associate, Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #4534528
- Ownership
- 75% or more
SILVIA FURNARI
--
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,836,449 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,836,449 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing