FMF&E Wealth Management LLC
- Assets, Funds, Holdings
| FMF&E Wealth Management LLC
|
| CRD # | 125721 |
| SEC # | 801-66983 |
| CIK # | |
| AUM |
|
| 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 ($M)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| 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 |
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