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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
Assets Under Mgmt
$61.83M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
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
Reviews for Federmann Financial Advisors Inc.
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