V
$84.8M Total AUM
$84.8M Disc. AUM
-- 3Y CAGR
4 Employees
21 ADV. Clients
17 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-25-2009
- Office Locations
- 2
Office Locations
141 Parkway Road, Suite 15 Bronxville NY
630 South Orange Avenue Suite 301c Sarasota FL
About Vioni Capital Management, LLC
Vioni Capital Management, LLC is a Sarasota-based RIA with 2 offices. The firm has been operating for 17 years. Managing $84.8M in total assets under management, with 3 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
70 AVG AGE
$28.3M AVG AUM / ADVISOR
$4.0M AVG AUM / CLIENT
13.7 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
17yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
No keyword tags available.
Owner & Executives
R
RONALD EDWARD VIONI
Chief Compliance Officer, President
- CRD
- #455002
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
DENA MAE MINNING
Managing Member, Portfolio Manager, Senior Manager
- CRD
- #1395973
Available
Available
Available
LISA MARIE VIONI
Advisor
- CRD
- #2098437
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,771,032 | $430,828 |
| Non-Discretionary | $0 | $1,167,565 |
| Total | $84,771,032 | $446,338 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing