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SINOPOLI & SINOPOLI FINANCIAL SERVICES, LLC

Advisory

EAST SYRACUSE, NY

Data as of Feb 10, 2026 · Source: SEC Form ADV

Rank in NY

#5,146

of 5,722 advisers by AUM

Average account

$2M

across 8 accounts

AUM per adviser

$4M

4 advisers

Source: SEC Form ADV. Figures as filed Feb 10, 2026.

Total AUM

$15M

Discretionary %

100%

Clients

36

Employees

4

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$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients36

Team

Total Employees4

Investment Advisers4

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, NY

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

36 clients

27 high-net-worth

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

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

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LOCKWELL INVESTMENTS, LLC

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KENMAR GLOBAL INVESTMENT MANAGEMENT, LLC

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