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⚲
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| Federmann Financial Advisors Inc
✚
| |
|---|---|
| CRD # | 129975 |
| SEC # | 801-71273 |
| CIK # | |
| AUM | $78.5 MM (2024-02-26) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 631-981-1904 |
| Address | 745 Route 25A, Suite C Rocky Point, NY 11778 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25 | 11.6 |
| (b) Individuals (high net worth individuals) | 30 | 66.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 152 | 78.5 |
| By Discretionary | ||
| Discretionary | 152 | 78.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 152 | 78.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 77.4 | |
| Total | 152 | 78.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Lehmann Livian Fridson Advisors LLC
✚
|
NY | 0.1 |
|
DMK Advisor Group Inc
✚
|
FL | 0.1 |
|
White Lighthouse Investment Management SARL
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|
0.1 | |
|
Clarity Financial Advisors LLC
✚
|
FL | 0.1 |
|
Cypress Capital Management US Limited
✚
|
0.1 | |
|
Buckram Securities Ltd
✚
|
NY | 0.1 |
|
Walnut Investment Services LLC
✚
|
NY | 0.1 |
|
Londinium Asset Management Ltd
✚
|
0.1 | |
|
RLC Business Services Inc
✚
|
FL | 0.1 |
|
Haas Financial Inc
✚
|
FL | 0.1 |