Tublin - Difusco Advisors Inc.
Firm details
- Headquarters
- ,
- CRD number
- 125801
- Registered since
- June 15, 2007
- Fee structure
- Percentage of AUM
- Client types
- HNWI68.08%
- Individuals27.71%
- Corporations / Businesses4.22%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Tublin - Difusco Advisors Inc. is a small, SEC-registered advisory firm that focuses on discretionary portfolio management for individuals, families and small business clients. The firm favors publicly traded equities and exchange-traded instruments as its primary allocation vehicle, running client portfolios on a discretionary basis and charging advisory fees as a percentage of assets under management. Tublin - Difusco Advisors Inc. is structured as an individually owned corporation and has been registered with the SEC since 2007. It does not list itself as an active ESG investor, is not a multi-state adviser, and does not operate as a pension consultant or related 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
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Contacts
2 of 2Sarah Hopkins
Registered Financial AdvisorCRD 5395677
Vincent Difusco
PresidentCRD 4642592
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
ACP Investment Management
RIAKailua Kona, HI
Brighton Wealth Management, Inc.
RIACottonwood Heights, UT
Proper Wealth
RIATallahassee, FL
Laminar Wealth LLC
RIAClayton, MO
Blue Line Capital
RIAChicago, IL
RDG Capital Management LLC
RIAPittsford, NY