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FMF&E Wealth Management LLC
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CRD # | 125721 |
SEC # | 801-66983 |
CIK # | |
AUM | $357.6 MM (2024-06-14) |
Employees | 3 (100% Investors, 0% Brokers) |
Phone | 315-472-7045 |
Address | 125 East Jefferson Street Syracuse, NY 13202 |
Source | [IAPD] [Website] [Twitter] [Facebook] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 203 | 57.8 |
(b) Individuals (high net worth individuals) | 82 | 257.1 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 3 | 31.1 |
(h) Charitable organizations | 2 | 5.7 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 4 | 5.9 |
(n) Other | 0 | 0.0 |
Total | 692 | 357.6 |
By Discretionary | ||
Discretionary | 691 | 357.3 |
Non-Discretionary | 1 | 0.4 |
Total | 692 | 357.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 357.6 | |
Total | 692 | 357.6 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
IVC Wealth Advisors LLC
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PA | 0.4 |
William Madison Advisors Inc
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|
TX | 0.4 |
Warren Street Wealth Advisors LLC
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|
CA | 0.4 |
Capitol Private Wealth Group LLC
✚
|
VA | 0.4 |
First Nebraska Advisory LLC
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|
NE | 0.4 |
Keating Investment Counselors Inc
✚
|
FL | 0.4 |
Red Tortoise LLC
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|
GA | 0.4 |
TNF LLC
✚
|
MT | 0.4 |
Byrne Financial Freedom LLC
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|
MA | 0.4 |
Main Line Retirement Advisors LLC
✚
|
MT | 0.4 |