Settanni Financial LLC
Firm details
- Headquarters
- Armonk, New York
- CRD number
- 298989
- Registered since
- November 1, 2018
- Website
- www.settannifinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI72.07%
- Individuals12.47%
- Charitable Organizations7.62%
- Corporations / Businesses6.79%
- Pension & Profit Sharing Plans1.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Settanni Financial LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2018. The firm acts as a capital allocator and serves both individuals and families as well as institutional clients. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, selection of outside advisers, and pension consulting among its listed services. Fee arrangements are flexible and include percentage-of-AUM billing plus hourly and fixed-fee engagements. The firm reports several industry affiliations, including roles as accountant and sponsor, general partner, and managing member of pooled investment vehicles.
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
- Exchange Traded Equities70%
- Public Funds/Mutual Funds14%
- US Government Bonds5%
- Cash & Cash Equivalents5%
- State & Local Bonds3%
Owners & executives
2 of 2
David Settanni
Chief Financial OfficerCRD 5559889
Vito Collacuro
Chief Compliance OfficerCRD 6280447
Contacts
1 of 1
Donato Settanni
PresidentCRD 2775800
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 91Active vs passive
$172M in ETFs
35%
$60.5M
46%
$111M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF (DFUS) | Dimensional | Active | Large Blend | $13.9M | 169,100 | 8.06% |
Location
Armonk, NY
Westchester
Location
Armonk, NY
Headquartered in Armonk, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Westchester
- Address
- 84 Business Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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