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MATUNE BASILE ADVISORS

HERMITAGE, PA · CRD 168073 · IAPD ↗ · matunebasile.com · 724-977-6275

$342.6MRegulatory AUM
4Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2025 — MATUNE BASILE ADVISORS now reports custody of client assets ($78.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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