RIA Intel›Advisers›New York›ROVENTINI FINANCIAL SERVICES, INC

ROVENTINI FINANCIAL SERVICES, INC

Advisory

NEW CITY, NY

Data as of Jan 26, 2022 · Source: SEC Form ADV

Rank in NY

#5,150

of 5,722 advisers by AUM

Average account

$300K

across 50 accounts

AUM per adviser

$15M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 26, 2022.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients40

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNY

Succession Risk

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

See plansIncluded with the Intelligence plan

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

40 clients

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

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