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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Assets

Assets

Last updated on Sept. 9, 2019
    • $523.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $344.2K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

10

name start date
Casey Hunter Pisano
January 2019
Karl Augustus Wagner
April 2014
Joseph William Daly
July 2019
Genevieve Catherine Sullivan-Cornell
March 2018
Jennifer L Jarvis
July 2018

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Biondo Wealth Services, LLC -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Joseph Ralph Biondo Founder, Sr. Portfolio Manager, Member-The Biondo Group, Llc January, 2015 less than 5%
      Joseph Peter Biondo Ceo, Cio, Manager, Member-The Biondo Group, Llc January, 2015 less than 5%
      Karl Augustus Wagner Senior Wealth Advisor, Member-The Biondo Group, Llc January, 2019 less than 5%
      Genevieve Catherine Sullivan-Cornell Interim Chief Compliance Officer December, 2018 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Other