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| FMF&E Wealth Management LLC
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|---|---|
| CRD # | 125721 |
| SEC # | 801-66983 |
| CIK # | |
| AUM | $316.6 MM (2023-03-23) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 315-472-7045 |
| Address | 125 East Jefferson Street Syracuse, NY 13202 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 199 | 47.1 |
| (b) Individuals (high net worth individuals) | 84 | 230.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 30.2 |
| (h) Charitable organizations | 2 | 5.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 3.6 |
| (n) Other | 0 | 0.0 |
| Total | 674 | 316.6 |
| By Discretionary | ||
| Discretionary | 673 | 316.2 |
| Non-Discretionary | 1 | 0.3 |
| Total | 674 | 316.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 316.6 | |
| Total | 674 | 316.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Henry James International Management Inc
✚
|
NY | 0.3 |
|
Clare Market Investments LLC
✚
|
TX | 0.3 |
|
Squire Investment Management Company LLC
✚
|
UT | 0.3 |
|
Optivest Inc
✚
|
CA | 0.3 |
|
Fortune Financial Advisors LLC
✚
|
KS | 0.3 |
|
Morganrosel Wealth Management LLC
✚
|
CO | 0.3 |
|
Financial Asset Management Corp
✚
|
NY | 0.3 |
|
Alexander Randolph Advisory Inc
✚
|
VA | 0.3 |
|
Hanover Advisors Inc
✚
|
SC | 0.3 |
|
Square Advisors LLC
✚
|
0.3 |