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Valicenti Advisory Services Inc

● SEC registered since 1983CRD 110669SEC# 801-19249Elmira, NY
Export (members)
Reg. AUM
$701.3M
Employees
11
Accounts
1,962
Location
Elmira, NY

Valicenti Advisory Services Inc assets under management

Valicenti Advisory Services Inc is an investment advisory firm registered with the SEC based in Elmira, NY. The firm has been registered since 1983. It reports $701.3 million in regulatory assets under management and employs 11 people.
valicenti.comView on SEC.gov ↗

Valicenti Advisory Services Inc owners & executives

2 reported
NameTitleOwnershipSince
Jeffrey Scott Naylor ControlExecutive Vice President Cfo Chief Compliance Officer50-75%2005
Joseph Michael Valicenti ControlPresident Ceo Coo Chairman Of The Board50-75%2008

Frequently asked questions

How much does Valicenti Advisory Services Inc manage?

Valicenti Advisory Services Inc reports $701.3 million in regulatory assets under management on its Form ADV.

How many employees does Valicenti Advisory Services Inc have?

Valicenti Advisory Services Inc reports 11 employees.

Where is Valicenti Advisory Services Inc located?

Valicenti Advisory Services Inc is based in Elmira, NY and has been SEC-registered since 1983.

Does Valicenti Advisory Services Inc disclose fund performance?

Valicenti Advisory Services Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address400 East Water Street, Elmira, NY 14901-3411
Phone607-734-2665
Office hours9:00a.m.-4:30p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$695.2M
Non-discretionary$6.2M
Total (RAUM)$701.3M