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| Keyboard |
| Federmann Financial Advisors Inc
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|---|---|
| CRD # | 129975 |
| SEC # | 801-71273 |
| CIK # | |
| AUM | 108.2 M (2026-02-17) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 631-981-1904 |
| Address | 745 Route 25A, Suite C Rocky Point, NY 11778 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24 | 12.7 |
| (b) Individuals (high net worth individuals) | 34 | 95.5 |
| (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 | 167 | 108.2 |
| By Discretionary | ||
| Discretionary | 167 | 108.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 167 | 108.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 106.8 | |
| Total | 167 | 108.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
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|---|---|---|
|
Capital Endurance Group Inc
✚
|
GA | 108.8 M |
|
A J Perry & Company Inc
✚
|
MD | 108.8 M |
|
Five Mile River Investment Management LLC
✚
|
108.7 M | |
|
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|
OR | 108.7 M |
|
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✚
|
CA | 108.6 M |
|
Newman Ladd Capital Advisors LLC
✚
|
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|
Schlosser Financial Services Inc
✚
|
108.0 M | |
|
Jayco Wealth Management Inc
✚
|
107.9 M | |
|
Whealthy Empowerment Network LLC
✚
|
107.8 M | |
|
Milborn Advisors Ltd
✚
|
WI | 107.7 M |