RIA Intel›Advisers›Connecticut›RONALD J. IANNUCCI CFP

RONALD J. IANNUCCI CFP

Advisory

WOODBURY, CT

Data as of Mar 6, 2025 · Source: SEC Form ADV

Rank in CT

#1,258

of 1,312 advisers by AUM

Average account

$39K

across 80 accounts

AUM per adviser

$3M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 6, 2025.

Total AUM

$3M

Discretionary %

100%

Clients

53

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients53

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCT

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

53 clients

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

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Advisers of similar size in CT

Closest by assets under management. All figures from Form ADV.

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$3M

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$3M

ZEBRA CAPITAL MANAGEMENT, LLC

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$3M

-91.7% 1Y

GREEN PASTURES WEALTH MANAGEMENT LLC

BRIDGEPORT, CT

$3M

DIVERGENCE CAPITAL MANAGEMENT, INC.

$3M

DWM INVESTMENT GROUP

GUILFORD, CT

$3M

-10.5% 1Y

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