Overview
Assets Under Management: $249 million
Headquarters: FORT WASHINGTON, PA
High-Net-Worth Clients: 93
Average Client Assets: $2 million
Frequently Asked Questions
FUHRMAN MANAGEMENT ASSOCIATES, 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 #121193), FUHRMAN MANAGEMENT ASSOCIATES, INC. is subject to fiduciary duty under federal law.
FUHRMAN MANAGEMENT ASSOCIATES, INC. is headquartered in FORT WASHINGTON, PA.
FUHRMAN MANAGEMENT ASSOCIATES, INC. serves 93 high-net-worth clients according to their SEC filing dated March 12, 2024. View client details ↓
According to their SEC Form ADV, FUHRMAN MANAGEMENT ASSOCIATES, INC. offers financial planning and portfolio management for individuals. View all service details ↓
FUHRMAN MANAGEMENT ASSOCIATES, INC. manages $249 million in client assets according to their SEC filing dated March 12, 2024.
According to their SEC Form ADV, FUHRMAN MANAGEMENT ASSOCIATES, 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: 93
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.65
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 619
Discretionary Accounts: 578
Non-Discretionary Accounts: 41
Regulatory Filings
CRD Number: 121193
Last Filing Date: 2024-03-12 00:00:00
Website: https://investab.com