The Florio Wealth Management Group

Overview

The Florio Wealth Management Group is organized as a New York-based corporation controlled by an individual owner. Its stated advisory services center on financial planning and pension consulting, delivered under a mix of hourly, fixed-fee, and other non‑transaction fee arrangements. The firm does not identify itself as an ESG investor and does not report multi‑state operations. Reported asset data indicate the firm manages assets on a non‑discretionary basis, so client accounts are generally managed with client-directed authority rather than under discretionary investment mandates. The firm is classified as unclassified in the available data and does not present itself as a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices