Ticino Wealth LLC

EST. AUM
$400,242,629

CONTACTS
3

CLIENT ACCOUNTS
775

Firm Details

Metro area Los Angeles
CRD Number 335808
Website ticinowealth.com
Client types

Overview

Ticino Wealth provides comprehensive financial planning, including Cash Flow Analysis, Risk Management, Retirement Planning, and Tax Planning assistance (though they do not provide legal or direct tax advice). A critical part of their service is the creation of a customized Investment Policy Statement (IPS) based on the client's financial situation, risk profile, and liquidity needs. The firm manages client portfolios on a discretionary and non-discretionary basis, utilizing stocks, bonds, ETFs, and mutual funds.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Ticino Wealth LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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