DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 300266
COCONUT CREEK, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| NICHOLAS A CHIRICOSTA | Certified Financial Planner | COCONUT CREEK, FL | 7 | 10 | n/a | no |
| MARISOL ANDREONI | n/a | PARKLAND, FL | COCONUT CREEK, FL | 3 | 35 | 4 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CHIRICOSTA, NICHOLAS, A | FOUNDER/WEALTH ADVISOR/MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | yes | 12/2018 | May 6, 2019 | Jan 31, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Jan 26, 2026 | $261M | $261M | 3 | 1 | 0 | n/a | n/a |
| 2024 | Mar 7, 2025 | $200M | $200M | 3 | 1 | 0 | n/a | n/a |
| 2023 | Jan 29, 2024 | $173M | $173M | 2 | 1 | 0 | n/a | n/a |
| 2022 | Feb 9, 2023 | $141M | $141M | 2 | 1 | 0 | n/a | n/a |
| 2021 | Mar 9, 2022 | $130M | $130M | 1 | 1 | 0 | n/a | n/a |
| 2020 | Jan 21, 2021 | $152M | $152M | 1 | 1 | 0 | n/a | n/a |
| 2019 | Feb 10, 2020 | $127M | $127M | 1 | 1 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $261M | $200M | 30.9% | $141M | 22.8% | 3 | 3 | 0 | 0 |