VISCONTI & ASSOCIATES, A FINANCIAL SERVICES LLC

Overview

Visconti & Associates, A Financial Services LLC operates as a limited liability company, focusing primarily on providing financial planning and portfolio management services for individuals and small businesses. The firm is classified as an independent registered investment advisor and acts as a qualified custodian. It does not engage in capital allocation and does not have a multi-state advisory presence. The firm is owned by an individual and employs a fee structure based on a percentage of assets under management. In addition to its advisory services, Visconti & Associates also operates as a real estate and insurance broker, broadening its service offerings to clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices