Filippini Investment Advisory
Filippini Investment Advisory (CRD# 165943) is a financial advisory firm headquartered in Montecito, CA. They manage $12,000,000 in 135 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management12MILLION
Total Number of Accounts135ACCOUNTS
Average Account Value$88,889
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
Alexandro Filippini (CRD# 5043549) is an Investment Advisor Representative working at Filippini Investment Advisory in Montecito, CA and has over 11 years of experience in the finance industry.
Iaian Filippini (CRD# 4708877) is an Investment Advisor Representative working at Filippini Investment Advisory in Montecito, CA and has over 14 years of experience in the finance industry.