Fiorile & Associates LLC

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Assets, Funds, Holdings

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Fiorile & Associates LLC
CRD #158733
SEC #801-128213
CIK #
AUM $24.5 M (2025-02-21)
Employees 1 (100% Investors, 0% Brokers)
Phone518-891-3290
Address126 Kiwassa Road
Saranac Lake, NY 12983
Source [IAPD] [Website] [Facebook]
Total AUM ($M)
40322416802011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 52 24.5
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 52 24.5
By Discretionary
Discretionary 0 0.0
Non-Discretionary 52 24.5
Total 52 24.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 24.5
Total 52 24.5
Comparable Firms State AUM ($B)
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0.0
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NY 0.0
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RM Investment Strategies LLC
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Legado Wealth Management LLC
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Rocky Mountain LIFT Asset Management LLC
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Lotus Holdings LLC
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Beagle Invest LLC
0.0
Insights Investments LLC
CA 0.0
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