CRD: 171751
Verducci Asset Management, Inc.
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- Custodian
- Altruist · Empower · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-14-2014
- Office Locations
- 1
Office Locations
About Verducci Asset Management, Inc.
Verducci Asset Management is an independent RIA serving clients in Massachusetts and Connecticut. The firm provides personalized financial planning, retirement planning, and customized wealth management for individuals and families, small business owners, and select professionals (including first responders and healthcare). Portfolios emphasize long-term asset allocation and tax-aware implementation, often using ETFs, informed by a proprietary fundamental research process.
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Investment Themes
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Owner & Executives
JOHN CHRISTOPHER VERDUCCI III
President
- CRD
- #1218316
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,819,687 | -- |
| Non-Discretionary | $10,579,074 | -- |
| Total | $23,398,761 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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