Overview
Assets Under Management: $358 million
Headquarters: SYRACUSE, NY
High-Net-Worth Clients: 82
Average Client Assets: $3.1 million
Frequently Asked Questions
FMF&E WEALTH MANAGEMENT, LLC 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 #125721), FMF&E WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
FMF&E WEALTH MANAGEMENT, LLC is headquartered in SYRACUSE, NY.
FMF&E WEALTH MANAGEMENT, LLC serves 82 high-net-worth clients according to their SEC filing dated June 14, 2024. View client details ↓
According to their SEC Form ADV, FMF&E WEALTH MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
FMF&E WEALTH MANAGEMENT, LLC manages $358 million in client assets according to their SEC filing dated June 14, 2024.
According to their SEC Form ADV, FMF&E WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.89%
Average Client Assets: $3.1 million
Total Client Accounts: 692
Discretionary Accounts: 691
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 125721
Filing ID: 1881548
Last Filing Date: 2024-06-14 10:17:00