Sign in Sign up for free

Raymond D. Mignone, Cfp (Little Neck)


Raymond D. Mignone, Cfp is a large advisory firm based in Little Neck. It manages $99 million of regulatory assets for 92 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.

Logo



Raymond D. Mignone, Cfp provides financial planning services, portfolio management for individuals and small businesses, and market timing services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Raymond D. Mignone, Cfp: assets under management

The assets under management (AUM) of Raymond D. Mignone, Cfp is $99 million. The firm's AUM has grown by 284% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $98 million in discretionary accounts and $1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.09 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $500 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Raymond D. Mignone, Cfp for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Little Neck

The principal office where Raymond D. Mignone, Cfp performs its advisory services is located at 252 81 Brattle Ave, Little Neck, NY 11362, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 718-229-2514 or by fax 715-229-2025. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at www.raymignone.com.


Registered investment advisers similar to Raymond D. Mignone, Cfp