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Building 2FMF&E WEALTH MANAGEMENT, LLC

Map pinSYRACUSE, NY
Phone315-472-7045
NotebookSEC #801-66983
Total AUM
$357.6M
Employees
3
Clients
294

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
125 EAST JEFFERSON STREET
SUITE 920
SYRACUSE
NY 13202
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
315-472-7045

ReceiptFinancials

Total AUM
$357.6M
Accounts
692
Discretionary
$357.3M
Accounts
691
Non-Discretionary
$360K
Accounts
1

ContactClients

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Individual Clients
203
AUM
$57.8M
HNW Individual Clients
82
AUM
$257.1M
Pension/Profit Sharing Plan Clients
3
AUM
$31.1M
Charitable Organization Clients
2
AUM
$5.7M
Corporation or Business Clients
4
AUM
$5.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMDNCNHNYSCTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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