The BIONDO INVESTMENT ADVISORS LLC is a privately held investment adviser that advises $1.29Bn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. BIONDO INVESTMENT ADVISORS LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 75.92% over the last 5-years.
The Group has been registered with the SEC for 22.49 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 540 ROUTE 6 & 209, MILFORD, PENNSYLVANIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 17 employees comprised of 12 investment and 5 non-investment staff. The total number of Employees increased by 6.25% over the last 5-years.
Their $1.29Bn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 29 other accounts. Assets of High Net Worth Individuals clients own $893.82mn or 69.15% of Total Assets and Individuals own $204.19mn or 15.8% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
BIONDO INVESTMENT ADVISORS LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.