Federmann Financial Advisors Inc.
Federmann Financial Advisors Inc. (CRD# 129975) is a financial advisory firm headquartered in Rocky Point, NY. They manage $78,488,472 in 152 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management78MILLION
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Total Number of Accounts152ACCOUNTS
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Average Account Value$516,372
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NY
Lisa Kelly (CRD# 5110571) is an Investment Advisor Representative working at Federmann Financial Advisors Inc. in Rocky Point, NY and has over 18 years of experience in the finance industry.
Robert Kleinman (CRD# 1687257) is an Investment Advisor Representative working at Federmann Financial Advisors Inc. in Port Washington, NY and has 1 year of experience in the finance industry.
Anthony Visintin (CRD# 7393674) is an Investment Advisor Representative working at Federmann Financial Advisors Inc. in Rocky Point, NY and has over 2 years of experience in the finance industry.