Overview
Assets Under Management: $108 million
Headquarters: ROCKY POINT, NY
High-Net-Worth Clients: 34
Average Client Assets: $2.8 million
Frequently Asked Questions
FEDERMANN FINANCIAL ADVISORS INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #129975), FEDERMANN FINANCIAL ADVISORS INC. is subject to fiduciary duty under federal law.
FEDERMANN FINANCIAL ADVISORS INC. is headquartered in ROCKY POINT, NY.
FEDERMANN FINANCIAL ADVISORS INC. serves 34 high-net-worth clients according to their SEC filing dated February 17, 2026. View client details ↓
According to their SEC Form ADV, FEDERMANN FINANCIAL ADVISORS INC. offers financial planning and portfolio management for individuals. View all service details ↓
FEDERMANN FINANCIAL ADVISORS INC. manages $108 million in client assets according to their SEC filing dated February 17, 2026.
According to their SEC Form ADV, FEDERMANN FINANCIAL ADVISORS INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.30%
Average Client Assets: $2.8 million
Total Client Accounts: 167
Discretionary Accounts: 167
Regulatory Filings
CRD Number: 129975
Filing ID: 2055232
Last Filing Date: 2026-02-17 09:35:41