Advisor at Anthony J. Mancini, I.A.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Anthony J. Mancini, I.A.
Location
Palm Springs, CA
Credentials
Series 63, Series 65
Industry experience
15 years
Anthony Mancini is the sole advisor at Anthony J. Mancini, I.A., an independent firm based in Palm Springs, CA. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, with a long tenure at Stuart Securities Corp since 2004. Anthony J. Mancini, I.A. provides discretionary investment supervisory services primarily to individual clients, along with pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a combination of charting, fundamental, technical, and cyclical analysis and conducts monthly portfolio reviews.
Dependent on client needs and services performed; based on individual negotiations
$0 - $5,000,000: 1.25% $5,000,000+: 1.00%
$150.00 per hour
Palm Springs, CA
California
Stuart Securities Corp
2004 - Present (22 years)
Anthony J Mancini IA
2004 - 2023 (19 years)
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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