ROVENTINI FINANCIAL SERVICES, INC

ROVENTINI FINANCIAL SERVICES, INC of NEW CITY, NY is an SEC-registered investment adviser (CRD 142079). Regulatory assets under management: $15.0M.

Registration

• CRD: 142079
• Type: Registered investment adviser
• Location: 246 N. MAIN ST, NEW CITY, NY, 10956
• Phone: 845-634-5400
• Latest filing: 2022-01-26
• Regulatory AUM: $15.0M
• Discretionary AUM: $15.0M
• Clients: 1
• Accounts: 50

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142079 on SEC IAPD (source of record)
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