R
$15.0M Total AUM
$15.0M Disc. AUM
-- 3Y CAGR
1 Employees
90 ADV. Clients
5 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-25-2021
- Office Locations
- 1
Office Locations
246 N. Main ST NEW City NY
About Roventini Financial Services, INC
Roventini Financial Services, INC is a NEW City-based RIA. The firm has been operating for 5 years. Managing $15.0M in total assets under management, with 1 advisory representatives.
Team overview
71 AVG AGE
$15.0M AVG AUM / ADVISOR
$166.7K AVG AUM / CLIENT
5.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
PHILIP C ROVENTINI
Chief Compliance Officer, Financial Consultant
- CRD
- #2249062
- 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 | $15,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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