Biondo Investment Advisors LLC

RIASEC RegisteredEst. 2004

Total AUM

$1.3B

Discretionary

$1.2B

92% of AUM

Avg account

$518K

Accounts

2,493

Employees

17

Advisory reps

12

Firm details

Headquarters: Milford, Pennsylvania
CRD number: 130105
Registered since: February 9, 2004
Website: thebiondogroup.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI69.15%
Individuals15.8%
Corporations / Businesses5.42%
State / Municipal Government4.11%
Investment Companies4.07%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Biondo Investment Advisors LLC is an independent, SEC-registered registered investment adviser (since 2004) organized as an LLC. The firm manages portfolios for individuals and families as well as institutional clients. Its advisory services include financial planning and discretionary portfolio management for individuals/small businesses, investment companies, and other businesses or institutions. Fee arrangements include percentage-of-AUM billing, fixed fees and other fee structures. The adviser is not positioned as a capital allocator and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities67%
Investment Grade Corp Bonds17%
Cash & Cash Equivalents7%
Public Funds/Mutual Funds6%
US Government Bonds2%

Owners & executives

3 of 3

Joseph Biondo
CEO & Chief Investment OfficerCRD 2536633
Nicole Dutkus
Chief Information Security OfficerCRD 6274737
Genevieve Sullivan-cornell
Partner, Chief Operating OfficerCRD 1324311

Contacts

3 of 9

Ariel Kosco
Wealth AdvisorCRD 6599779
Casey Pisano
Senior Wealth AdvisorCRD 5888879
Scott Goginsky
PartnerCRD 2604624

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 39

Active vs passive

$103M in ETFs

Passive

98%

$101M

Active

2%

$1.9M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SCHWAB US DIVIDEND EQUITY ETF (SCHD)	Schwab	Passive	Large Value	$11.4M	358,450	11.06%

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Primary office

Milford, PA

Pike

Location

Milford, PA

Headquartered in Milford, PA, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: Pike
Address: 540 6 209
Time zone: ET (UTC-5)
Office locations

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