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Biondo Investment Advisors LLC

● SEC registered since 2004CRD 130105SEC# 801-62775Milford, PA
Export (members)
Reg. AUM
$1.29B
Employees
17
Accounts
2,493
Location
Milford, PA

Biondo Investment Advisors LLC assets under management

Biondo Investment Advisors LLC is an investment advisory firm registered with the SEC based in Milford, PA. The firm has been registered since 2004. It reports $1.3 billion in regulatory assets under management and employs 17 people.

Biondo Investment Advisors LLC owners & executives

12 reported
NameTitleOwnershipSince
Genevieve Catherine Sullivan-Cornell ControlChief Operating Officer, Member-The Biondo Group, LlcUnder 5%2020
Joseph Peter Biondo ControlCeo, Cio, Manager, Member-The Biondo Group, LlcUnder 5%2015
Joseph Ralph Biondo ControlFounder, Sr. Portfolio Manager, Member-The Biondo Group, LlcUnder 5%2015
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Frequently asked questions

How much does Biondo Investment Advisors LLC manage?

Biondo Investment Advisors LLC reports $1.3 billion in regulatory assets under management on its Form ADV.

How many employees does Biondo Investment Advisors LLC have?

Biondo Investment Advisors LLC reports 17 employees.

Where is Biondo Investment Advisors LLC located?

Biondo Investment Advisors LLC is based in Milford, PA and has been SEC-registered since 2004.

Does Biondo Investment Advisors LLC disclose fund performance?

Biondo Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address540 Route 6 & 209, Milford, PA 18337
Phone570-296-5525
Fax570-296-5527
Office hours9a.m.-5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1455176
Discloses disciplinary historyNo

Regulatory AUM

$1.29B▲ 39%
Jan '25 — $927MFeb '25 — $927MMar '25 — $1.11BApr '25 — $1.11BMay '25 — $1.11BJun '25 — $1.11BJul '25 — $1.11BAug '25 — $1.11BSep '25 — $1.11BOct '25 — $1.11BNov '25 — $1.11BDec '25 — $1.11BJan '26 — $1.11BFeb '26 — $1.11BMar '26 — $1.29BApr '26 — $1.29BMay '26 — $1.29BJun '26 — $1.29B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers

Assets under management

$1.29Bregulatory AUM
Discretionary $1.19BNon-discretionary $99.6M