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VISCONTI & ASSOCIATES, A FINANCIAL SERVICES LLC
GREGORY M VISCONTI
CRD 129478
155 POMPTON AVE, SUITE 203-1, VERONA, NJ, 07044, United States
Phone
201-659-8852
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$24.9M
Discretionary AUM
$24.9M
Team
2 total employees; 2 advisory reps; 157 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2025-08-08
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 155 | $19.5M |
| High net worth individuals | 3 | $4.4M |
| Pension/profit sharing plans | 4 | $1.0M |
| Charitable organizations | 1 | $4K |
All web addresses on file
Official SEC filing: View on IAPD