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FINANCIAL DECISIONS, LLC
NEW YORK, NY
212-920-3470
SEC #801-39858Total AUM
$327.7M
Employees
8Clients
153Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
780 THIRD AVENUE
18TH FLOOR
NEW YORK
NY 10017
United States
18TH FLOOR
NEW YORK
NY 10017
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Monday - Friday
Phone
212-920-3470
Other Offices
4
Financials
Total AUM
$327.7M
Accounts
512Discretionary
$327.7M
Accounts
509Non-Discretionary
$6.2K
Accounts
3
Clients
Individual Clients
16AUM
$32.8M
HNW Individual Clients
120AUM
$284.1M
Pension/Profit Sharing Plan Clients
10AUM
$2.5M
Charitable Organization Clients
6AUM
$1.2M
Corporation or Business Clients
1AUM
$7.1M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
ADVICE ON MATTERS NOT INVOLVING SECURITIES.
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACTFLMANJNYTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.