Overview
Assets Under Management: $1.2 billion
Headquarters: WOODBURY, NY
High-Net-Worth Clients: 207
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 207
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.37
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 1,299
Discretionary Accounts: 1,286
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 168254
Last Filing Date: 2025-02-14 00:00:00
Website: https://fusionfamilywealth.com