How does the advisor help clients – Key Takeaways:
VILALLONGA & ASSOCIATES is a renowned financial advisory firm that provides expert financial guidance to clients. With years of experience and a team of highly qualified advisors, VILALLONGA & ASSOCIATES helps clients make informed decisions about their finances.
Facts and Insights
Founded in 2005, VILALLONGA & ASSOCIATES has been in the business for 15 years. They currently have $500 million in assets under management and a team of 10 advisors. Their main office is located in New York City.
| Year Founded | Assets Under Management | Number of Advisors | Main Office Location |
|---|---|---|---|
| 2005 | $500 million | 10 | New York City |
Financial Services Offered
VILALLONGA & ASSOCIATES offers a wide range of financial services to cater to the diverse needs of their clients. Their services include investment management, retirement planning, tax planning, estate planning, and risk management.
Client Types
VILALLONGA & ASSOCIATES works with a variety of clients, including individuals, families, and small business owners. They also specialize in serving high-net-worth individuals and offer tailored financial solutions to meet their unique needs.
Fees & Compensation
VILALLONGA & ASSOCIATES charges their clients a fee based on a percentage of their assets under management. This fee structure ensures that their interests are aligned with their clients’ interests. They do not receive commissions for selling any financial products, making their advice unbiased and objective.
Background
The founder and CEO of VILALLONGA & ASSOCIATES, Maria Vilallonga, has over 20 years of experience in wealth management and financial planning. She holds a Bachelor’s degree in Business Administration and multiple certifications in finance and investment management. The team at VILALLONGA & ASSOCIATES is made up of highly skilled and experienced professionals who are committed to providing top-notch financial advice to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, VILALLONGA & ASSOCIATES follows strict rules and regulations set by the Securities and Exchange Commission (SEC). They have a fiduciary duty to act in the best interests of their clients and must disclose any potential conflicts of interest. Clients can also access VILALLONGA & ASSOCIATES’ Form ADV, which provides information on their services, fees, and any disciplinary actions.