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Building 2FEDERMANN FINANCIAL ADVISORS INC.

Map pinROCKY POINT, NY
Phone631-981-1904
NotebookSEC #801-71273
Total AUM
$108.2M
Employees
3
Clients
58

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
745 ROUTE 25A, SUITE C
ROCKY POINT
NY 11778
United States
Operating Hours
9:30 AM TO 4:30 PM
Monday - Friday
Phone
631-981-1904
Other Offices
1

ReceiptFinancials

Total AUM
$108.2M
Accounts
167
Discretionary
$108.2M
Accounts
167
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
24
AUM
$12.7M
HNW Individual Clients
34
AUM
$95.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNY

HandshakeAffiliates

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

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