AGING ISSUES MANAGEMENT LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
HAWTHORNE, New York
CRD number
328473
Fee structure
Hourly Charges, Fixed Fees
Services
Financial Planning

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • James Licata

    Business Development ManagerCRD 6840578

  • JOSEPH SORICELLI

    Managing PartnerCRD 1894595

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth