Investment adviser · CRD 110669
VALICENTI ADVISORY SERVICES INC
Investment adviser filing (IA)
ELMIRA, NY, United States · Form ADV filed Sep 16, 2026
- Regulatory AUM
- $820M Form ADV · Item 5.F
- Client accounts
- 1,992 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 518 | $409,998,792 | 50.0% |
| Individuals | 362 | $286,999,154 | 35.0% |
| Charities | 104 | $81,999,758 | 10.0% |
| Corporations & businesses | 52 | $40,999,879 | 5.0% |
Filing source
Form ADV 2132962 · Sep 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 16, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
400 EAST WATER STREETELMIRA, NY, 14901-3411, United States
CRD 110669
Filing source
Form ADV 2132962 · Sep 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.