Domani Investments Inc.
Firm details
- Headquarters
- ,
- CRD number
- 124124
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI68.36%
- Individuals31.64%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Domani Investments Inc. is a small, independently owned registered investment adviser organized as a corporation that serves individual and family clients. The firm charges either a percentage of assets under management or fixed fees and provides financial planning and portfolio management services for individuals, small businesses and institutions. According to the filing attributes, Domani does not market itself as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator to external managers.
Assets & Accounts
Public Holdings
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
- Public Funds/Mutual Funds80%
- Cash & Cash Equivalents15%
- Exchange Traded Equities5%
Owners & executives
1 of 1Frank Lieggi
President, CEOCRD 3235375
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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