Chiarezza Capital Management, LLC
RIASEC Registered
Total AUM
$2.8M
Discretionary
$2.8M
100% of AUM
Avg account
$255K
Accounts
11
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 169290
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Chiarezza Capital Management, LLC is a small, privately owned limited liability company that provides fee-based investment advisory services primarily to individual and family clients. The firm charges a percentage-of-assets fee and focuses on discretionary portfolio management for individuals, small businesses and other business or institutional clients. The firm is organized under individual ownership and does not identify as a multi-state or ESG-focused adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- Cash & Cash Equivalents27%
Contacts
1 of 1
Giancarlo Variola
President & Portfolio ManagerCRD 4690189
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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