JI
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
141 clients
Average Client Portfolio
$330K average
Assets Under Management
$46.5M
Fee Structure
This document does not contain any fee information. It is a supplement to the firm brochure.
Areas of Practice
Investment Management
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Advisor Information
Office location
157 Waterdam Road, Suite 270, Mcmurray, PA, 15317
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is an attorney at Iannucci Law Group, which he founded in 1996, although this is not his primary focus. He is also a licensed insurance agent selling life insurance, dedicating about half of his time to legal work.
Employment History
Current Registrations
Ilg Private Wealth, INC.
March 2018 - Present · 7 yrs 10 mos
Previous Registrations
Horter Investment Management, LLC
March 2016 - April 2018 · 2 yrs 1 mo
State Registrations4 states
FLOHPATX
Advisor
Exams
No exam information available for this advisor.