← Directory
BIONDO INVESTMENT ADVISORS LLC
CRD 130105File 801-62775
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.29B
Above cohort median (national)
Discretionary AUM
$1.19B
Non-discretionary $99.6M
Clients
1,138
2,493 accounts
Employees
17
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 9, 2004
- Principal office
- 540 ROUTE 6 & 209, MILFORD, PA, 18337
- Phone
- 570-296-5525
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.29B
- Discretionary AUM
- $1.19B
- Non-discretionary AUM
- $99.6M
- Discretionary accounts
- 1,493
- Non-discretionary accounts
- 1,000
- Total accounts
- 2,493
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 16 | $70.0M |
| Investment companies | 1 | $52.7M |
| Charitable organizations | 8 | $1.5M |
| High net worth individuals | 266 | $893.8M |
| Pension and profit sharing plans | 5 | $17.3M |
| State or municipal government entities | Fewer than 5 | $53.1M |
| Individuals (other than high net worth individuals) | 842 | $204.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — FINANCIAL PLANNING
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.