Staffieri Capital LLC

Overview

Staffieri Capital LLC is organized as a limited liability company that provides financial planning and portfolio management services to individuals, small businesses, and other business or institutional clients. The firm charges fees based on a percentage of assets under management and also offers hourly billing for advisory work. FINTRX flags the firm as not operating as a capital allocator and not engaging in active ESG investing. Regulatory detail on SEC registration year is not listed in the source data. The adviser is recorded as single-state (not a multi-state adviser), is not a pension consultant, and is not identified as a related adviser. The snapshot classifies the firm as “Unclassified” and leaves owner type and client base unspecified.

Assets & Accounts