Luke Allen Barbalich

Biondo Investment Advisors LLC

4 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningTax PlanningEstate Planning

Biondo Investment Advisors LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

12 advisors

Number of Clients

1,057 clients

Average Client Portfolio

$1.0M average

Assets Under Management

$1.1B

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Location

540 Route 6 & 209, Milford, PA, 18337

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Biondo Investment Advisors LLC

October 2021 - Present · 4 yrs 4 mos

State Registrations3 states

NJPATX

Advisor

Exams

No exam information available for this advisor.