$3.1M Total AUM
$3.1M Disc. AUM
-- 3Y CAGR
1 Employees
53 ADV. Clients
7 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-04-2018
- Office Locations
- 1
Office Locations
47 Sherman Hill Road Suite B204 Woodbury CT
About Ronald J. Iannucci CFP
Ronald J. Iannucci CFP is a Woodbury-based RIA. The firm has been operating for 7 years. Managing $3.1M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$3.1M AVG AUM / ADVISOR
$58.5K AVG AUM / CLIENT
7.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Investment Themes
Available
Services
Available
Owner & Executives
R
RONALD JOHN IANNUCCI SR
Owner
- CRD
- #1396193
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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