Roventini Financial Services, Inc.
Roventini Financial Services, Inc. (CRD# 142079) is a financial advisory firm headquartered in New City, NY. They manage $15,000,000 in 50 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Roventini Financial Services, Inc.
By the Numbers
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Total Assets Under Management15MILLION
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Total Number of Accounts50ACCOUNTS
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Average Account Value$300,000
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at Roventini Financial Services, Inc.
1
Philip Roventini (CRD# 2249062) is an Investment Advisor Representative working at Roventini Financial Services, Inc. in New City, NY and has over 31 years of experience in the finance industry.
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