Gianotti Wealth Advisory

Overview

Gianotti Wealth Advisory is an independent, Illinois-based limited liability investment advisory firm focused on individual and family clients. The firm combines portfolio management and financial planning for individuals and small businesses with insurance brokerage services, including the placement of annuities. Its advisory menu lists financial planning, portfolio management for individuals/small businesses, and pension consulting services. Compensation mixes percentage-of-AUM fees, fixed fees and commission-based arrangements. The firm does not characterize itself as an active ESG investor and operates primarily within a single state.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices