Nicholas Ventimiglio, Cdfa
Nicholas Ventimiglio, Cdfa (CRD# 150854) is a financial advisory firm headquartered in San Ramon, CA. They manage $1,379,022 in 42 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Nicholas Ventimiglio, Cdfa
By the Numbers
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Total Assets Under Management1MILLION
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Total Number of Accounts42ACCOUNTS
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Average Account Value$32,834
Compensation Options
- A percentage of assets under your management
- Hourly charges
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
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Nicholas Ventimiglio, Cdfa
1
Nicholas Ventimiglio (CRD# 4595708) is an Investment Advisor Representative working at Nicholas Ventimiglio, Cdfa in San Ramon, CA and has over 21 years of experience in the finance industry.
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