Valicenti Advisory Services is an investment advisor in Elmira with $597.18 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
161268242
SEC advisor number
801-19249
FINRA CRD number
110669
AUM ?
$660.42 mm
(as of 27 Mar 24)
Accounts
1,920
(as of 27 Mar 24)
Employees
10
(6 investment advisory or research)
Address
Valicenti Advisory Services
400 EAST WATER STREET
ELMIRA
NY 14901
400 EAST WATER STREET
ELMIRA
NY 14901
Phone
6077342665
Brochures
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 Jul 24
13F-HR
Quarterly holdings report by institutional manager
23 Apr 24
13F-HR
Quarterly holdings report by institutional manager
16 Jan 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 23
13F-HR
Quarterly holdings report by institutional manager
12 Jul 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
19 Jul 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22