FMF&E Wealth Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
FMF&E Wealth Management LLC
CRD #125721
SEC #801-66983
CIK #
AUM $357.6 MM (2024-06-14)
Employees 3 (100% Investors, 0% Brokers)
Phone315-472-7045
Address125 East Jefferson Street
Syracuse, NY 13202
Source [IAPD] [Website] [Twitter] [Facebook]
Total AUM ($MM)
4003202401608002005201120182025
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
PA 0.4
William Madison Advisors Inc
TX 0.4
Warren Street Wealth Advisors LLC
CA 0.4
Capitol Private Wealth Group LLC
VA 0.4
First Nebraska Advisory LLC
NE 0.4
Keating Investment Counselors Inc
FL 0.4
Red Tortoise LLC
GA 0.4
TNF LLC
MT 0.4
Byrne Financial Freedom LLC
MA 0.4
Main Line Retirement Advisors LLC
MT 0.4
Terms | Privacy | Guide
tony@aum13f.com