← Back to searchVisit website
VALICENTI ADVISORY SERVICES INC
CRD 110669 · SEC 801-19249
400 EAST WATER STREET, ELMIRA, NY, 14901-3411, United States
Phone
607-734-2665
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$820.0M
Discretionary AUM
$813.9M
Team
11 total employees; 7 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 362 | $287.0M |
| High net worth individuals | 518 | $410.0M |
| Charitable organizations | 104 | $82.0M |
| Corporations/business entities | 52 | $41.0M |
States served
AZ, CA, MD, MA, MI, NE, NJ, NY, NC, PA, SC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD