Biondo Investment Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,098,013,268
Clients
1,108
Advisors
12
of 17 employees
About
Biondo Investment Advisors provides investment supervisory services and financial planning to individuals (including high‑net‑worth clients) and a range of institutional clients. Services include discretionary portfolio management through wrap fee programs, non‑discretionary/advisory relationships, and two levels of financial planning — “Foundation” and a higher‑touch “360” service (the latter reserved for clients with a minimum net worth of $2.5 million or $1 million of investable assets).
The firm’s investment process emphasizes stock selection for growth across the capitalization spectrum using fundamental analysis (management quality, product strength, R&D) supplemented by technical analysis and third‑party research; suitability and risk profiling are integrated using Nitrogen (formerly Riskalyze). Portfolios are managed primarily on a discretionary basis across a multi‑disciplinary platform of internally developed equity and ETF strategies (Growth, Focus, Dividend, International, Sector Opportunities, and Fixed), and may employ options, limited leverage and margin where appropriate.
Compared with many multi‑team peers, Biondo also acts as adviser to a proprietary mutual fund (The Biondo Focus Fund) and discloses providing portfolio management to investment companies, while serving institutional plan sponsors and entities such as pension and endowment clients; its disclosed investable universe explicitly includes municipal securities. The brochure also notes the firm’s affiliation with an insurance affiliate, which it identifies as a potential conflict that it manages through disclosure and policies.
Client services
Expertise
Fee options
Financial Planning Foundation service: $3,000 initial year, $2,000/year ongoing; 360 service: 0.20% of net worth per annum, billed quarterly
<$1,000,000 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: Negotiated Fee Rate
Account minimum: $250,000
Main office
540 Route 6 & 209
Milford PA 18337
Advisors at this office
12
Most active in
Arizona · California · Connecticut · Delaware · Florida · Georgia · Kansas · Maryland · Massachusetts · Missouri · Nebraska · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · South Carolina · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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