BIONDO INVESTMENT ADVISORS LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Delaware, United States

Employees

Total Number of Employees	16
Investment Advisory/Research	12
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	11
Licensed Agents of an Insurance Company	4
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1,133	$858.4M
Non-Discretionary	1,031	$68.6M
Total	2,164	$927.0M

Clients

Type	Number	RAUM
Individuals	779	$154.6M
HNW Individuals	214	$652.0M
Banking or thrift institutions	0	$0
Investment companies	1	$50.5M
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$10.9M
Charitable organizations	5	$750,946
State or municipal gov entities	<5	$42.6M
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	15	$15.7M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	10
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	101-250

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation	% of AUMFixed feesFINANCIAL PLANNING

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	7.2M
Both for Same	755.7M

Portfolio Manager to Program	Sponsor
BIONDO INVESTMENT ADVISORS MANAGED ACCOUNT PROGRAM	BIONDO INVESTMENT ADVISORS LLC

Identifiers

SEC RIA File Number	801-62775
SEC ERA File Number	801-62775
SEC CIK Numbers	1455176
SEC CRD Numbers	130105
Legal Entity Identifier	None

Principal Office

540 ROUTE 6 & 209
MILFORD
PA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic