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Building 2FAMA FIDUCIARY WEALTH LLC

Map pinROCHESTER, NY
Phone585-292-6007
NotebookSEC #801-78791
Total AUM
$99.9M
Employees
1
Clients
61

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3445 WINTON PLACE
SUITE 242
ROCHESTER
NY 14623
United States
Operating Hours
9 A.M. TO 5 P.M.
Monday - Friday
Phone
585-292-6007

ReceiptFinancials

Total AUM
$99.9M
Accounts
209
Discretionary
$99.9M
Accounts
209
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
18
AUM
$10M
HNW Individual Clients
41
AUM
$89.5M
Corporation or Business Clients
2
AUM
$361.5K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
WEBSITE
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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