Valicenti Advisory Services Inc

Valicenti Advisory Services Inc

Elmira, New York

5.0

2 Reviews

Valicenti Advisory Services Inc, based out of Elmira, NY, is a local investment advisory firm specializing in providing comprehensive financial guidance and wealth management services. With a team of 10 dedicated professionals, including 6 experienced investment advisors, they offer personalized strategies tailored to their clients' unique financial goals and aspirations. With an average of $124,630,000 in assets under management per investment advisor, Valicenti Advisory Services Inc maintains a solid standing in the industry, comparable to the average benchmark. Their compensation structure is designed to align their interests ...see more

Assets Under Mgmt

$502.27M

Investment Professionals

6

Locations

2

% 401K & Individual

35%

% Discretionary

98%

Compensation Structure

  • A percentage of assets under your management
  • Hourly Charges

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses

Reviews for Valicenti Advisory Services Inc

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