CRD: 129478
Visconti & Associates, A Financial Services LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-10-2000
- Office Locations
- 1
Office Locations
About Visconti & Associates, A Financial Services LLC
Visconti & Associates is a New Jersey-based fiduciary RIA (founded 1985) providing integrated financial, retirement and estate planning with ongoing portfolio management, plus tax and health/life insurance planning and employee benefits support for individuals and businesses. Portfolios are ETF-centric. The firm also serves as an estate personal representative/insured trustee and brings deep health plan experience, including early small-employer managed care work with Prudential.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
GREGORY MICHAEL VISCONTI
Investment Advisor, Managing Member
- CRD
- #1433416
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Angelo Cirinelli
Associate Financial Planner
- CRD
- #7690394
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,899,269 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,899,269 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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