Fama Fiduciary Wealth LLC
Fama Fiduciary Wealth LLC (CRD# 125627) is a financial advisory firm headquartered in Rochester, NY. They manage $79,446,123 in 216 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management79MILLION
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Total Number of Accounts216ACCOUNTS
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Average Account Value$367,806
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at Fama Fiduciary Wealth LLC
1
Andrew Fama (CRD# 4641959) is an Investment Advisor Representative working at Fama Fiduciary Wealth LLC in Rochester, NY and has over 20 years of experience in the finance industry.
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