Aging Issues Management LLC
Firm details
- Headquarters
- Hawthorne, New York
- CRD number
- 328473
- Website
- agingsolutionsny.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Aging Issues Management LLC is organized as a limited liability company that provides financial planning services and bills clients via hourly and fixed-fee arrangements. The firm identifies as an active ESG investor and reports affiliations with other investment advisers, an insurance company, and a real estate broker, suggesting an advisory model that can coordinate insurance and property-related services alongside planning. It is not described as a capital allocator and is classified as unclassified in the snapshot data. Ownership is listed as a mix of a domestic entity and an individual.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Joseph Soricelli
Managing PartnerCRD 1894595
James Licata
Business Development ManagerCRD 6840578
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hawthorne, NY
Westchester
Location
Hawthorne, NY
Headquartered in Hawthorne, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Westchester
- Address
- 143 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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