AUMdb
CA

Conte Asset Management, Llc

State-registered Investment Adviser CRD 306878 ·
☆ Save with Pro ADV data as of Apr 01, 2026
Regulatory AUM
Discretionary
Clients
4
Avg AUM / client
Accounts
Employees
1

Who they serve

Client typeClientsAUM% of AUM
High net worth individuals 4 $0

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Other fees
  • SOLICITATION FEES

Services

  • Other services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.

View current Form ADV (SEC/IAPD) ↗