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Frank J Fiumecaldo

AVENTINE FINANCIAL GROUP LLC·YARDLEY, Pennsylvania
Clean record6 years registeredAVENTINE FINANCIAL GROUP LLC
820 TOWNSHIP LINE ROAD, YARDLEY, PA 19067CRD# 6915768Firm CRD# 292390

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Frank J Fiumecaldo · YARDLEY, PA
Registration
CRD #6915768 · AVENTINE FINANCIAL GROUP LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

AVENTINE FINANCIAL GROUP
Oct 2019 – present
02

Registrations & Exams

Registration record
First registered · October 23, 2019
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AVENTINE FINANCIAL GROUP LLC
CRD 292390 · SEC 801-114427
AUM
$37M
Regulatory assets under management
Employees
1
98 client accounts
Services offered by AVENTINE FINANCIAL GROUP LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at AVENTINE FINANCIAL GROUP LLC →
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Frequently Asked Questions

What services does Frank J Fiumecaldo offer?
Frank J Fiumecaldo specializes in Financial Planning, Investment Management. Contact their office in YARDLEY, Pennsylvania for a consultation.
What are Frank J Fiumecaldo's credentials?
Frank J Fiumecaldo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Frank J Fiumecaldo located?
Frank J Fiumecaldo is based in YARDLEY, Pennsylvania, working with AVENTINE FINANCIAL GROUP LLC. Their office serves clients in the YARDLEY metropolitan area and surrounding communities.
How does Frank J Fiumecaldo charge for services?
Frank J Fiumecaldo's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AVENTINE FINANCIAL GROUP LLC?
AVENTINE FINANCIAL GROUP LLC has approximately 1 employees and manages $37M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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