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BIONDO INVESTMENT ADVISORS LLC
CRD 130105 · SEC 801-62775
540 ROUTE 6 & 209, MILFORD, PA, 18337, United States
Phone
570-296-5525
Fax
570-296-5527
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.29B
Discretionary AUM
$1.19B
Team
17 total employees; 12 advisory reps; 14 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; FINANCIAL PLANNING
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 842 | $204.2M |
| High net worth individuals | 266 | $893.8M |
| Investment companies | 1 | $52.7M |
| Pension/profit sharing plans | 5 | $17.3M |
| Charitable organizations | 8 | $1.5M |
| Corporations/business entities | 16 | $70.0M |
States served
AZ, CA, DE, GA, KS, MD, MA, NE, NJ, NY, NC, PA, SC, VA, MO, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD