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Villafranco Wealth Management
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Villafranco Wealth Management Share
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Overview Share
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NY, New York
$251.7 million AUM
1 office

Villafranco Wealth Management is based in NY, New York and has $251.7 million in assets under management.

Location
530 5th Avenue
24th Floor
NY, NY 10036
Contact
$251.7 million
AUM
5
Employees
AUM Share
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$251,668,763
Assets under management
171 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 62 $8,491,629 3% $136,962
High net worth individuals 85 $92,912,465 37% $1,093,088
Pooled investment vehicles 2 $29,779,381 12% $14,889,690
Charitable organizations 22 $120,485,288 48% $5,476,604
Employees Share
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5
Employees
1
Investment analysts
20% of total employees
AUM per employee Share
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$251,668,763
Assets under management
$50,333,753
AUM per employee
$251,668,763
AUM per investment analyst
About Share
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Compensation

Villafranco Wealth Management makes money through the following ways:

  • Percentage of AUM
  • Administrative fees
Services offered

Villafranco Wealth Management provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
  • Administrative services
Firm data Share
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CRD number 110,371
SEC number 801-57412
Legal structure Corporation
Legal governance New Jersey, United States
Latest ADV filing date March 30, 2020

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