1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FUHRMAN MANAGEMENT ASSOCIATES, INC.

Map pinFORT WASHINGTON, PA
Phone215-619-4000
NotebookSEC #801-62985
Total AUM
$248.7M
Employees
5
Clients
222

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
512 S. BETHLEHEM PIKE
FORT WASHINGTON
PA 19034
United States
Operating Hours
8:00 AM - 5:30 PM
Monday - Friday
Phone
215-619-4000

ReceiptFinancials

Total AUM
$248.7M
Accounts
619
Discretionary
$225.9M
Accounts
578
Non-Discretionary
$22.8M
Accounts
41

ContactClients

View more in analytics →

Individual Clients
128
AUM
$31.9M
HNW Individual Clients
93
AUM
$215.5M
Charitable Organization Clients
1
AUM
$1.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
ADVISORY SERVICES FOR RETIREMENT PLANS, 401(K)S AND CERTAIN 529 PLANS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJPATX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account