Fineberg Wealth Management, LLC

Fineberg Wealth Management, LLC (CRD# 162901) is a financial advisory firm headquartered in , . They manage $8,542,789 in 58 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.finebergwealth.com
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    58
    ACCOUNTS
  • Average Account Value
    $147,289
Compensation Options
  • A percentage of assets under your management
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.

MI

Financial Advisors at Fineberg Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Samuel Fineberg, financial advisor Ann Arbor MI
Samuel Z. Fineberg
CRD#: 5851748
Ann Arbor, MI

Samuel Fineberg (CRD# 5851748) is an Investment Advisor Representative working at Fineberg Wealth Management, LLC in Ann Arbor, MI and has over 12 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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