Fiorile & Associates, LLC

RIAState Registered
Total AUM
$24.5M
Discretionary
$0
0% of AUM
Avg account
$471K
Accounts
52
Employees
1
Advisory reps
2

Firm details

Headquarters
Saranac Lake, New York
CRD number
158733
Registered since
June 23, 2023
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Fiorile & Associates, LLC is an independent, state-registered wealth advisory firm organized as an LLC and owned by an individual practitioner. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small business owners, operating on hourly and fixed-fee engagement models rather than an asset‑based billing schedule. Its practice profile indicates it is not positioned as a capital allocator or a pension consultant, and it does not market itself as an active ESG investor. The firm maintains an industry linkage with accounting professionals, which can support tax-sensitive planning and reporting for its client base.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 92%, Exchange Traded Equities 5%, Cash & Cash Equivalents 3%92%
  • Non-Exchange Traded Equities92%
  • Exchange Traded Equities5%
  • Cash & Cash Equivalents3%

Contacts

2 of 2
  • Joseph Fiorile

    Joseph Fiorile

    Managing PrincipalCRD 3178629

  • Daniel Mitchell

    Investment Adviser RepresentativeCRD 6014228

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Saranac Lake, NY

Franklin

Location

Saranac Lake, NY

Headquartered in Saranac Lake, NY, in the Northeast of the United States.

Region
Northeast
County
Franklin
Address
126 Kiwassa Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth