FMF&E Wealth Management LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

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) Copy

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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