CRD: 136442
Tomasetti Investment Group, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-09-2005
- Office Locations
- 1
Office Locations
About Tomasetti Investment Group, LLC
Tomasetti Investment Group is a boutique, concierge RIA led by CFP David Tomasetti, providing ongoing financial planning, investment management, and risk management for mostly high-net-worth and some mass-affluent individuals and families. The firm centers a customized, all-in-one wealth program around retirement readiness and income sustainability. Portfolios are implemented primarily with ETFs alongside fixed income and are custodied at Schwab.
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Owner & Executives
DAVID FRANCIS TOMASETTI
President
- CRD
- #2252261
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,571,400 | -- |
| Non-Discretionary | $0 | -- |
| Total | $60,571,400 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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