FEDERMANN FINANCIAL ADVISORS INC.
Rocky Point, New York
3.0
2 Reviews
Federmann Financial Advisors Inc. is a small investment advisory firm based out of Rocky Point, NY. With 4 dedicated employees, including Robert Kleinman, Anthony Visintin, and Lisa Kelly, this firm provides personalized financial guidance to their clients. Three of their employees specialize in offering investment advisory services, demonstrating their expertise in this area. With over 30 individual clients, Federmann Financial Advisors Inc. manages a substantial amount of assets under management, totaling over $61,833,000. The majority of these assets belong to high net worth individuals who trust the firm to handle their finan...
See more
Loading...

Assets Under Mgmt

$61.83M

Investment Professionals

3

Locations

0

% 401K & Individual

21%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.