RIA Intel›Advisers›Pennsylvania›VASSALOTTI INVESTMENT MANAGEMENT CORPORATION

VASSALOTTI INVESTMENT MANAGEMENT CORPORATION

Advisory

DUNCANSVILLE, PA

Data as of Nov 13, 2024 · Source: SEC Form ADV

Rank in PA

#1,287

of 1,528 advisers by AUM

Average account

$60K

across 260 accounts

AUM per adviser

$16M

1 advisers

Source: SEC Form ADV. Figures as filed Nov 13, 2024.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$16M

Discretionary AUM$15M

Non-Discretionary AUM$100K

Discretionary %99.4%

Total Clients260

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndSeptember

Operates InPA

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.

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

260 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in PA

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

UNIVEST INVESTMENTS, INC.

$16M

MAURO CAPITAL MANAGEMENT, INC.

$16M

WEALTHWISE ADVISORS LLC

$16M

IRON LINK CAPITAL LLC

$15M

SUSTAINABLE FINANCIAL PLANNING LLC

$15M

DUCHARME WEALTH ADVISORS, LLC

$15M

Get the full picture on VASSALOTTI INVESTMENT MANAGEMENT CORPORATION

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track VASSALOTTI INVESTMENT MANAGEMENT CORPORATION and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans