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BIONDO INVESTMENT ADVISORS LLC

MILFORD, PA · CRD 130105 · IAPD ↗ · thebiondogroup.com · 570-296-5525

$1.29BRegulatory AUM
12Advisory reps
17Employees
14Clients
101-250Planning clients
0Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2025 — BIONDO INVESTMENT ADVISORS LLC crossed $1B in regulatory AUM ($927.0M -> $1.11B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
February 2025 — BIONDO INVESTMENT ADVISORS LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.