CRD: 129975
Federmann Financial Advisors Inc.
$108.2M Total AUM
$108.2M Disc. AUM
21.1% 3Y CAGR
3 Employees
58 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-12-2010
- Office Locations
- 2
Office Locations
745 Route 25A, Suite C Rocky Point NY
-- Tampa FL
About Federmann Financial Advisors Inc.
Federmann Financial Advisors Inc. is an independent RIA in Rocky Point, NY providing one-on-one financial planning, tax planning, and ongoing wealth/investment management for retail clients, including entrepreneurs. The firm emphasizes fiduciary, product-agnostic advice and portfolio construction using vehicles such as ETFs and mutual funds; custody includes Charles Schwab and Fidelity/NFS.
Team overview
41 AVG AGE
$36.1M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
3.7 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
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Owner & Executives
L
LISA ANN KELLY
Chief Compliance Officer, President
- CRD
- #5110571
- Ownership
- 75% or more
Available
Available
Available
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Anthony Aldo Visintin
Wealth Management Associate
- CRD
- #7393674
Available
Available
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Ashley Elizabeth White
--
- CRD
- #6825078
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $108,153,527 | $647,626 |
| Non-Discretionary | $0 | -- |
| Total | $108,153,527 | $647,626 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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