The Pitti Group Wealth Management, LLC
Firm details
- Headquarters
- Victor, New York
- CRD number
- 314685
- Registered since
- July 1, 2021
- Website
- www.thepittigroup.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, VOYA FINANCIAL ADVISORS, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI43.97%
- Individuals34.66%
- Pension & Profit Sharing Plans21.37%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
The Pitti Group Wealth Management, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2021. The firm serves both individual and family clients as well as select institutional relationships, providing financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm also operates as an insurance broker, and it does not present itself as a capital allocator or as an active ESG investor.
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
- Public Funds/Mutual Funds52%
- Exchange Traded Equities42%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 4
Sean Hantes
Wealth AdvisorCRD 6751100
Matthew Pitti
Senior Vice President, Wealth AdvisorCRD 5189670
Salvatore Pitti
President & Wealth AdvisorCRD 2541280
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$92.4M in ETFs
50%
$46M
26%
$46.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI EAFE ETF (EFA) | BlackRock | Passive | Foreign Large Blend | $17.1M | 175,562 | 18.45% |
Location
Victor, NY
Ontario
Location
Victor, NY
Headquartered in Victor, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- Ontario
- Address
- 590 Fishers Station Dr
- Time zone
- ET (UTC-5)
- Office locations
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