Abbondandolo Wealth Management Corp

RIASEC RegisteredEst. 2014

Total AUM

$125M

Discretionary

$125M

100% of AUM

Avg account

$513K

Accounts

244

Employees

Advisory reps

Firm details

Headquarters: Glen Cove, New York
CRD number: 168081
Registered since: February 18, 2014
Website: www.awmny.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM
Client types: HNWI67.57%
Individuals32.31%
Corporations / Businesses0.12%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Abbondandolo Wealth Management Corp is a privately owned corporate RIA that has been SEC-registered since 2014. The firm bills itself as a capital allocator serving individual and family clients alongside some institutional relationships. Its advisory activities emphasize portfolio management for individuals and small businesses and the selection and oversight of outside advisers and managers. Compensation is fee-based on a percentage of assets under management. The firm is not positioned as an ESG-focused manager, is not a multi-state adviser, and does not act as a pension consultant or related adviser. An accounting affiliation is noted, and the ownership structure is individual rather than institutional or employee-owned.