VALICENTI ADVISORY SERVICES INC

Overview

Valicenti Advisory Services Inc is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm has been SEC-registered since 1983 and operates under individual ownership. Its client base spans private individuals, families and some institutional relationships. Fee arrangements include a percentage-of-AUM model and hourly charges, and the firm does not position itself as a capital allocator or an active ESG investor. Investment activity is skewed toward equity exposure. The firm shows a clear preference for both direct equity holdings and pooled equity vehicles, and it uses separately managed account (SMA) structures as part of its implementation. Valicenti maintains ties to the insurance industry, which figures into its service and product mix.

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Location & Offices