Joseph M. Presti Investments
RIAState Registered
Total AUM
$3M
Discretionary
$3M
100% of AUM
Avg account
$375K
Accounts
8
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 289409
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.06%
- Individuals3.94%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Joseph M. Presti Investments is a small, independent registered investment adviser organized as a sole proprietorship that serves individual and family clients as well as small businesses. The firm provides discretionary portfolio management and charges fees as a percentage of assets under management. It does not identify as an active ESG investor, is not a multi-state adviser, and does not describe pension consulting or related-adviser activities.
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 Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth 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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