RONALD J. IANNUCCI CFP
Firm details
- Headquarters
- WOODBURY, Connecticut
- CRD number
- 298181
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Ronald J. Iannucci Cfp operates as a sole proprietorship and is classified as an independent Registered Investment Advisor (RIA). The firm primarily serves individual and family clients, offering financial planning services and portfolio management tailored to the needs of individuals and small businesses. Ronald J. Iannucci, as the sole owner, emphasizes a fee structure based on a percentage of assets under management (AUM) and fixed fees. The firm does not engage in capital allocation or active ESG investing, and it does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Non-Exchange Traded Equities50%
- Exchange Traded Equities25%
- Cash & Cash Equivalents25%
Contacts
1 of 1RONALD IANNUCCI
Owner, Investment Advisor RepresentativeCRD 1396193
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WOODBURY, CT
LITCHFIELD
Location
WOODBURY, CT
Headquartered in WOODBURY, CT, 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
- LITCHFIELD
- Address
- 47 Sherman Hill Rd
- Time zone
- ET (UTC-5)
- Office locations
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