Riccio & Associates

Overview

Riccio & Associates is a small, owner-operated registered investment adviser structured as a limited liability company that focuses on portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and also offers hourly billing for advice or planning work. It provides client education through seminars and workshops in addition to direct advisory services. Investment activity centers on traditional pooled vehicles plus selected outsourced alternative managers. The firm does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser. Its asset mix is reported under a general "other" classification rather than split into traditional model portfolios.

Assets & Accounts

Investments & Alternatives

Location & Offices