Anthony J. Mancini, I.A.
Firm details
- Headquarters
- ,
- CRD number
- 133537
- Fee structure
- Percentage of AUM, Hourly Charges, Commissions
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Anthony J. Mancini, I.A. is a sole-proprietorship advisory practice owned and operated by Anthony J. Mancini that provides portfolio management primarily to individual and family clients and small businesses. The firm’s advisory activity is focused on discretionary portfolio management rather than institutional consulting or multi-state distribution; it is not registered as a multi-state adviser and is not identified as a capital allocator. Fee arrangements include a percentage-of-AUM component alongside hourly charges and the ability to receive commissions. The firm does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds40%
- State & Local Bonds30%
- Exchange Traded Equities20%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Anthony Mancini
Investment AdvisorCRD 1552681
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations