Visconti & Associates, A Financial Services LLC
Visconti & Associates, A Financial Services LLC (CRD# 129478) is a financial advisory firm headquartered in Verona, NJ. They manage $18,246,400 in 198 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Visconti & Associates, A Financial Services LLC
By the Numbers
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Total Assets Under Management18MILLION
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Total Number of Accounts198ACCOUNTS
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Average Account Value$92,154
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- 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.
NJ
Financial Advisors at Visconti & Associates, A Financial Services LLC
1
Gregory Visconti (CRD# 1433416) is an Investment Advisor Representative working at Visconti & Associates, A Financial Services LLC in Verona, NJ and has over 37 years of experience in the finance industry.
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