Fealty Group LLC

Fealty Group LLC (CRD# 324957) is a financial advisory firm headquartered in , . They manage $1,417,352 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.fealtygroup.com/
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $67,493
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Fealty Group LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jonathan Lupo, financial advisor Niagara Falls NY
Jonathan Lupo
CRD#: 6824000
Niagara Falls, NY

Jonathan Lupo (CRD# 6824000) is an Investment Advisor Representative working at Fealty Group LLC in Niagara Falls, NY and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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