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ROVENTINI FINANCIAL SERVICES, INC
CRD 142079
246 N. MAIN ST, NEW CITY, NY, 10956, United States
Phone
845-634-5400
Fax
845-634-7002
Registration
— (—)
Source
State registered
Total AUM
$15.0M
Discretionary AUM
$15.0M
Team
1 total employees; 1 advisory reps; 50 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2022-01-26
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $10.0M |
| Pension/profit sharing plans | 3 | $5.0M |
All web addresses on file
Official SEC filing: View on IAPD