Fogel Neale Wealth Management, LLC

Fogel Neale Wealth Management, LLC (CRD# 149329) is a financial advisory firm headquartered in New York, NY. They manage $15,170,909 in 94 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    94
    ACCOUNTS
  • Average Account Value
    $161,393
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Fogel Neale Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Ralph A. Fogel
CRD#: 1367451
39 Broadway, 33rd Floor, New York, NY 10006
93
Wealthminder
score

Ralph Fogel (CRD# 1367451) is an Investment Advisor Representative working at Fogel Neale Wealth Management, LLC in New York, NY and has over 18 years of experience in the finance industry.

2
Shawn J. Diamond
CRD#: 2942360
39 Broadway, 33rd Floor, New York, NY 10006
90
Wealthminder
score

Shawn Diamond (CRD# 2942360) is an Investment Advisor Representative working at Fogel Neale Wealth Management, LLC in New York, NY and has over 19 years of experience in the finance industry.

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