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Anthony M Lopiccolo

CUSTOS FAMILY OFFICE LLC·AUSTIN, Texas
Unclaimed Profile
9011 MOUNTAIN RIDGE DRIVE, AUSTIN, TX 78759CRD# 5331964Firm CRD# 294025
01

About

Anthony M Lopiccolo is a registered financial advisor based in AUSTIN, Texas, affiliated with CUSTOS FAMILY OFFICE LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CUSTOS FAMILY OFFICE LLC
CUSTOS FAMILY OFFICE LLC
AUM
$532M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at CUSTOS FAMILY OFFICE LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5331964
Firm CRD# 294025
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Anthony M Lopiccolo offer?
Anthony M Lopiccolo specializes in Financial Planning, Investment Management. Contact their office in AUSTIN, Texas for a consultation.
What are Anthony M Lopiccolo's credentials?
Anthony M Lopiccolo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anthony M Lopiccolo located?
Anthony M Lopiccolo is based in AUSTIN, Texas, working with CUSTOS FAMILY OFFICE LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Anthony M Lopiccolo charge for services?
Anthony M Lopiccolo's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CUSTOS FAMILY OFFICE LLC?
CUSTOS FAMILY OFFICE LLC has approximately 6 employees and manages $532M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
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Research
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