The Pitti Group Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$337,907,687
This total excludes 33 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
550
13% high-net worth
Total advisors
4
of 5 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
138
Average account size
$614,378
Client services
Financial planning
Portfolio management
Pension consulting
Fee options
Fixed engagement fees for financial planning based on estimated hours at hourly rate.
$0+: 0.50% to 1.50% annually for Investment Management Services $0+: 0.25% to 1.00% annually for Retirement Plan Advisory Services
Certain Advisory Persons earn commissions from insurance products sold, which is separate from advisory fees.
Up to $250 per hour for financial planning services.
Account minimum: The Pitti Group generally does not impose a minimum relationship size. Fee-only: Investment advisory fees based on assets under management, financial planning fees charged hourly or fixed engagement fees.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
The Pitti Group Wealth Management, LLC
590 Fishers Station Drive, Suite 110
Victor NY 14564, United States
Number of offices
2
Quick links
LinkedIn
Facebook
Instagram
Website
(585) 337-4000
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