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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) |
|---|
| 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 |