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).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    135
    ACCOUNTS
  • Average Account Value
    $88,889
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Filippini Investment Advisory
Showing 1 - 2 of 2 top financial advisors.
1
Alexandro L. Filippini
CRD#: 5043549
1165 Coast Village Road, Suite L, Montecito, CA 93108
83
Wealthminder
score

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.

2
Iaian L. Filippini
CRD#: 4708877
1165 Coast Village Road, Suite L, Montecito, CA 93108
71
Wealthminder
score

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.

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