Anthony
Mastrogiacomo
Biltmore Family Office, LLC
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About this Advisor
Anthony Mastrogiacomo is a financial advisor based in Charlotte, North Carolina, working with Biltmore Family Office, LLC. Anthony has previously held positions at The Vanguard Group, Inc, Virginia Polytechnic Institute And State University, Ferraco Landscaping, Stone Pier Capital, Tech Bookstore, Servicemaster, and Biltmore Family Office, LLC. Anthony has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Anthony is part of Biltmore Family Office, LLC, which operates out of Charlotte, North Carolina. The firm has 1 office and 20 employees. The firm manages assets totaling $2.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Biltmore Family Office, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Biltmore Family Office, LLC Brokerage Details
$2,892,462,654
20
981
$2,948,484
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Anthony Mastrogiacomo Work History
Biltmore Family Office, LLC
The Vanguard Group, Inc
Ferraco Landscaping
Stone Pier Capital
Tech Bookstore
Virginia Polytechnic Institute And State University
Servicemaster
Disclosures
Please visit the SEC profile of Anthony Mastrogiacomo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Charlotte, NC
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
