This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-02-1991
- Office Locations
- 1
Office Locations
About Financial Decisions, LLC
Financial Decisions, LLC is a New York-based comprehensive financial planning and wealth management firm serving high-net-worth individuals and businesses. The team supports estate and tax planning and insurance alongside portfolio construction using asset allocation across fixed income, mutual funds, and ETFs, with ESG/socially responsible options. Custody is supported through Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
FLORENCE MYRIAM DUPONT
Partner
- CRD
- #2478743
- Ownership
- 50% but less than 75%
KENNETH GUTWILLIG
Chief Compliance Officer, Chief Investment Officer, Executive Director, PARTNER
- CRD
- #4610174
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
KRYSTINA MARIE BROWN
Director
- CRD
- #5299004
KIMBERLY ELLEN RUSCIGNO
Director
- CRD
- #5847033
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $327,655,298 | $643,724 |
| Non-Discretionary | $6,234 | $2,078 |
| Total | $327,661,532 | $639,964 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
Continue browsing