PACITTI GROUP INC.

https://pacittigroup.com/ SARASOTA, FL How do I update this listing?

Pacitti Group is based out of Sarasota. Pacitti Group is a large advisory firm with 212 clients and discretionary assets under management (AUM) of $101,065,000 (Form ADV from 2019-09-17). Their last reported 13F filing for Q3 2019 included $92,665,000 in managed 13F securities and a top 10 holdings concentration of 22.62%. Pacitti Group's largest holding is Vanguard High Dividend Yield ETF with shares held of 49,034. Whalewisdom has at least 1 13F filings

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09/30/2019

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09/30/2019

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

RANCH CAPITAL ADVISORS
4910 LAKEWOOD RANCH BLVD #130
SARASOTA FL    34240
Country: United States

Business Phone: 941-462-2666
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: FL
Number of employees: 1
Other Business Activities: registered representative of a broker-dealer
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 212
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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