RIA Intel›Advisers›New Jersey›GREGORY M VISCONTI

GREGORY M VISCONTI

Advisory

VERONA, NJ

Data as of Aug 8, 2025 · Source: SEC Form ADV

Average account

$103K

across 242 accounts

AUM per adviser

$12M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 8, 2025.

Total AUM

$25M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$25M

Discretionary AUM$25M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients163

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

163 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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