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Building 2PALUMBO WEALTH MANAGEMENT LLC

Map pinGREAT NECK, NY
Phone(516) 629-7073
NotebookSEC #801-117901
Total AUM
$543.4M
Employees
7
Clients
290

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1010 NORTHERN BOULEVARD
SUITE 310
GREAT NECK
NY 11021
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(516) 629-7073
Other Offices
2

ReceiptFinancials

Total AUM
$543.4M
Accounts
907
Discretionary
$543.4M
Accounts
907
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
125
AUM
$36.7M
HNW Individual Clients
158
AUM
$493.1M
Pension/Profit Sharing Plan Clients
1
AUM
$1.9M
Corporation or Business Clients
6
AUM
$11.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMANHNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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