CRD: 106643
Financial Asset Management Corp
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-22-1986
- Office Locations
- 1
Office Locations
About Financial Asset Management Corp
Financial Asset Management Corp (FAM) is a boutique, CFP-led financial planning and investment management firm serving clients in the New York area, including business owners and entrepreneurs. The team emphasizes a deeply personalized, collaborative planning process and an evidence-based, long-term investment approach focused on pursuing goals while managing volatility; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SCOTT MITCHEL KAHAN
Chief Compliance Officer, Financial Planner, President
- CRD
- #1147804
- Ownership
- 75% or more
VIKTORIA KAMIN
Financial Planner, PRINCIPAL, VICE PRESIDENT
- CRD
- #5792070
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $387,613,070 | $493,775 |
| Non-Discretionary | $48,542,348 | $795,776 |
| Total | $436,155,418 | $515,550 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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