VALICENTI ADVISORY SERVICES INC
CRD #110669 SEC #801-19249 ELMIRA, NY 607-734-2665
SEC Registered
Total AUM
$701.3M
Discretionary
$695.2M
Employees
11
Clients
26
Accounts
1,962
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $701.3M | $695.2M | $6.2M | 11 | 1 |
| Jul 2025 | $701.3M | $695.2M | $6.2M | 11 | 1 |
| Feb 2025 | $701.3M | $695.2M | $6.2M | 11 | 1 |
| Dec 2024 | $660.4M | $651.1M | $9.3M | 10 | 1 |
| Mar 2024 | $660.4M | $651.1M | $9.3M | 10 | 1 |
| Mar 2024 | $660.4M | $651.1M | $9.3M | 10 | 1 |
| Mar 2023 | $502.3M | $492.6M | $9.7M | 10 | 1 |
| Nov 2022 | $597.2M | $587M | $10.2M | 10 | 1 |
| Mar 2022 | $597.2M | $587M | $10.2M | 10 | 1 |
| Sep 2021 | $539.8M | $530.7M | $9M | 10 | 1 |
| Aug 2021 | $539.8M | $530.7M | $9M | 10 | 1 |
| Mar 2021 | $539.8M | $530.7M | $9M | 10 | 1 |
| Jun 2020 | $487.2M | $478.2M | $9M | 9 | 1 |
| Mar 2020 | $487.2M | $478.2M | $9M | 9 | 1 |
| Mar 2019 | $425M | $411.5M | $13.5M | 10 | 1 |
| Mar 2018 | $431.1M | $417.4M | $13.7M | 10 | 1 |
| Mar 2017 | $398.7M | $385.8M | $12.9M | 10 | 600 |
| Mar 2016 | $380.2M | $367.8M | $12.4M | 9 | 600 |
| Nov 2015 | $389.6M | $376M | $13.6M | 9 | 600 |
| Mar 2015 | $389.6M | $376M | $13.6M | 9 | 600 |
| Aug 2014 | $376.7M | $369.2M | $7.5M | 9 | 600 |
| Mar 2014 | $376.7M | $369.2M | $7.5M | 9 | 600 |
| Mar 2014 | $376.7M | $369.2M | $7.5M | 9 | 600 |
| Mar 2013 | $330.1M | $321.9M | $8.2M | 11 | 500 |
| Dec 2012 | $320.9M | $314.5M | $6.4M | 11 | 500 |
| Mar 2012 | $298.3M | $293.8M | $4.5M | 6 | 500 |
| Feb 2012 | $298.3M | $293.8M | $4.5M | 6 | 500 |
| Dec 2011 | $280.6M | $276.2M | $4.4M | 6 | 500 |
| Dec 2010 | $271.5M | $267.2M | $4.3M | 10 | -- |
| Aug 2010 | $252.9M | $249.6M | $3.3M | 10 | -- |
| Dec 2007 | $318M | $315M | $3M | 10 | -- |
| Apr 2007 | $293.4M | $290M | $3.4M | 10 | -- |
| Jan 2007 | $293.4M | $290M | $3.4M | 10 | -- |
| Dec 2006 | $293.4M | $290M | $3.4M | 10 | -- |
| Dec 2005 | $282.8M | $279.3M | $3.5M | 10 | -- |
| Jun 2005 | $260.2M | $256.6M | $3.5M | 10 | -- |
| Dec 2003 | $202.1M | $198.6M | $3.5M | 10 | -- |
| Dec 2003 | $202.1M | $198.6M | $3.5M | 10 | -- |
DateAug 2025
Total AUM$701.3M
Discretionary$695.2M
Non-Disc.$6.2M
Employees11
Clients1
DateJul 2025
Total AUM$701.3M
Discretionary$695.2M
Non-Disc.$6.2M
Employees11
Clients1
DateFeb 2025
Total AUM$701.3M
Discretionary$695.2M
Non-Disc.$6.2M
Employees11
Clients1
DateDec 2024
Total AUM$660.4M
Discretionary$651.1M
Non-Disc.$9.3M
Employees10
Clients1
DateMar 2024
Total AUM$660.4M
Discretionary$651.1M
Non-Disc.$9.3M
Employees10
Clients1
DateMar 2024
Total AUM$660.4M
Discretionary$651.1M
Non-Disc.$9.3M
Employees10
Clients1
DateMar 2023
Total AUM$502.3M
Discretionary$492.6M
Non-Disc.$9.7M
Employees10
Clients1
DateNov 2022
Total AUM$597.2M
Discretionary$587M
Non-Disc.$10.2M
Employees10
Clients1
DateMar 2022
Total AUM$597.2M
Discretionary$587M
Non-Disc.$10.2M
Employees10
Clients1
DateSep 2021
Total AUM$539.8M
Discretionary$530.7M
Non-Disc.$9M
Employees10
Clients1
DateAug 2021
Total AUM$539.8M
Discretionary$530.7M
Non-Disc.$9M
Employees10
Clients1
DateMar 2021
Total AUM$539.8M
Discretionary$530.7M
Non-Disc.$9M
Employees10
Clients1
DateJun 2020
Total AUM$487.2M
Discretionary$478.2M
Non-Disc.$9M
Employees9
Clients1
DateMar 2020
Total AUM$487.2M
Discretionary$478.2M
Non-Disc.$9M
Employees9
Clients1
DateMar 2019
Total AUM$425M
Discretionary$411.5M
Non-Disc.$13.5M
Employees10
Clients1
DateMar 2018
Total AUM$431.1M
Discretionary$417.4M
Non-Disc.$13.7M
Employees10
Clients1
DateMar 2017
Total AUM$398.7M
Discretionary$385.8M
Non-Disc.$12.9M
Employees10
Clients600
DateMar 2016
Total AUM$380.2M
Discretionary$367.8M
Non-Disc.$12.4M
Employees9
Clients600
DateNov 2015
Total AUM$389.6M
Discretionary$376M
Non-Disc.$13.6M
Employees9
Clients600
DateMar 2015
Total AUM$389.6M
Discretionary$376M
Non-Disc.$13.6M
Employees9
Clients600
DateAug 2014
Total AUM$376.7M
Discretionary$369.2M
Non-Disc.$7.5M
Employees9
Clients600
DateMar 2014
Total AUM$376.7M
Discretionary$369.2M
Non-Disc.$7.5M
Employees9
Clients600
DateMar 2014
Total AUM$376.7M
Discretionary$369.2M
Non-Disc.$7.5M
Employees9
Clients600
DateMar 2013
Total AUM$330.1M
Discretionary$321.9M
Non-Disc.$8.2M
Employees11
Clients500
DateDec 2012
Total AUM$320.9M
Discretionary$314.5M
Non-Disc.$6.4M
Employees11
Clients500
DateMar 2012
Total AUM$298.3M
Discretionary$293.8M
Non-Disc.$4.5M
Employees6
Clients500
DateFeb 2012
Total AUM$298.3M
Discretionary$293.8M
Non-Disc.$4.5M
Employees6
Clients500
DateDec 2011
Total AUM$280.6M
Discretionary$276.2M
Non-Disc.$4.4M
Employees6
Clients500
DateDec 2010
Total AUM$271.5M
Discretionary$267.2M
Non-Disc.$4.3M
Employees10
Clients--
DateAug 2010
Total AUM$252.9M
Discretionary$249.6M
Non-Disc.$3.3M
Employees10
Clients--
DateDec 2007
Total AUM$318M
Discretionary$315M
Non-Disc.$3M
Employees10
Clients--
DateApr 2007
Total AUM$293.4M
Discretionary$290M
Non-Disc.$3.4M
Employees10
Clients--
DateJan 2007
Total AUM$293.4M
Discretionary$290M
Non-Disc.$3.4M
Employees10
Clients--
DateDec 2006
Total AUM$293.4M
Discretionary$290M
Non-Disc.$3.4M
Employees10
Clients--
DateDec 2005
Total AUM$282.8M
Discretionary$279.3M
Non-Disc.$3.5M
Employees10
Clients--
DateJun 2005
Total AUM$260.2M
Discretionary$256.6M
Non-Disc.$3.5M
Employees10
Clients--
DateDec 2003
Total AUM$202.1M
Discretionary$198.6M
Non-Disc.$3.5M
Employees10
Clients--
DateDec 2003
Total AUM$202.1M
Discretionary$198.6M
Non-Disc.$3.5M
Employees10
Clients--