CRD: 314685
THE Pitti Group Wealth Management, LLC
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- Custodian
- First Clearing · Voya Financial · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2021
- Office Locations
- 1
Office Locations
About THE Pitti Group Wealth Management, LLC
The Pitti Group Wealth Management is a boutique Victor, NY firm serving the Rochester area and clients nationwide. The team delivers retirement, investment, tax, estate, and risk management planning for retirees, executives, professionals, business owners, and high net worth families, and acts as an independent advisor to 401(k) and 403(b) plans (including school districts) with investment due diligence and employee education. Investment planning emphasizes asset allocation using ETFs and mutual funds.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SALVATORE JOSEPH PITTI
Associate, Managing Member
- CRD
- #2541280
- Ownership
- 75% or more
MATTHEW SALVATORE PITTI
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, SENIOR VICE PRESIDENT, Vice President
- CRD
- #5189670
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
Sean Hantes
--
- CRD
- #6751100
ANTHONY Salvatore PITTI
Financial Advisor, General Partner
- CRD
- #6937470
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $263,059,067 | $233,002 |
| Non-Discretionary | $111,254,789 | $582,486 |
| Total | $374,313,856 | $283,571 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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