Karen Ann Iannucci

Ilg Private Wealth, INC.

6 Years of Experience

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Firm Information

Ilg Private Wealth, INC.

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.

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Areas of Practice

Investment Management

Advisor Information

Office location

157 Waterdam Road, Suite 270, Mcmurray, PA, 15317

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Regulatory 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.

Other Business Activities

Karen is a project director in the Corporate Compliance Department of the insurance division services of UPMC. She devotes nearly full-time hours to this activity.

Employment History

Current Registrations

Ilg Private Wealth, INC.

August 2019 - Present · 6 yrs 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.