Joseph A. Giovino (Lunenburg)

Joseph A. Giovino is a large advisory firm based in Lunenburg. It manages $44.5 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.

Joseph A. Giovino provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Joseph A. Giovino: assets under management

The assets under management (AUM) of Joseph A. Giovino is $44.5 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $44.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $44.5 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Joseph A. Giovino for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Joseph A. Giovino

Joseph A. Giovino has been acting as President since 1 Jan 1995. Mary R. Giovino joined the executive team most recently as the Clerk/Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Joseph A. Giovino	President	1 Jan 1995	50% - 75%	4437320
Mary R. Giovino	Clerk/secretary	1 Jan 1995	50% - 75%	4437326

Based in Lunenburg

The principal office where Joseph A. Giovino performs its advisory services is located at 545 Goodrich Street, Lunenburg, MA 01462, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.