Joseph M. Presti Investments
RIASEC Registered
Total AUM
$3M
Discretionary
$3M
100% of AUM
Avg account
$375K
Accounts
8
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 289409
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.06%
- Individuals3.94%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Joseph M. Presti Investments is a single-owner, independent registered investment advisor operating as a sole proprietorship. The firm focuses on portfolio management for individuals and small businesses and charges clients a percentage-of-AUM fee. Client relationships are primarily with individual and family investors rather than institutions or pension plans. The adviser does not identify as an active ESG investor, is not organized as a multi-state adviser, and does not function as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities100%
Contacts
1 of 1Joseph Presti
Sole ProprietorCRD 6860201
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations