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ADVITICA FINANCIAL PLANNING LLC
ADVITICA FINANCIAL PLANNING LLC is a New York-based single-family office RIA providing tailored financial planning and investment management.
ADVITICA FINANCIAL PLANNING LLC
Advitica Financial Planning LLC is an SEC-registered investment adviser with $22 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
Who runs investment decisions at ADVITICA FINANCIAL PLANNING LLC?
The firm does not publicly name its principals or investment committee. As a registered investment advisor, investment decisions are likely made by the firm's managing members or designated portfolio managers, subject to fiduciary oversight.
Is ADVITICA structured as a single family office or does it serve multiple families?
ADVITICA operates as a single-family office, serving one family's wealth. Its corporate filings and SEC registration as an RIA indicate it is not open to external clients, distinguishing it from multi-family offices.
What services does ADVITICA provide beyond investment management?
The firm offers comprehensive financial planning, including retirement, estate, and tax planning. Its scope likely includes asset allocation, risk management, and coordination with external attorneys or accountants.
Does ADVITICA participate in fund commitments or only direct deals?
Public records do not detail ADVITICA's investment vehicle preferences. As an RIA, it may allocate to pooled funds (mutual funds, exchange-traded funds) and direct holdings, but no specific fund commitments or direct deals are disclosed.
What geographic regions does ADVITICA focus on?
The firm operates from New York City, with no disclosed offices elsewhere. Its investment activities are likely U.S.-centric, covering domestic markets for public and private assets.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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