Fuhrman Management Associates, Inc.
Fuhrman Management Associates, Inc. (CRD# 121193) is a financial advisory firm headquartered in Fort Washington, PA. They manage $217,107,656 in 533 accounts and serve the financial needs of clients across 7 states (or territories).
Total Assets Under Management217MILLION
Total Number of Accounts533ACCOUNTS
Average Account Value$407,331
- 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
FL, NH, NJ, NY, OH, PA, TX
Susan Holin (CRD# 732924) is an Investment Advisor Representative working at Fuhrman Management Associates, Inc. in Fort Washington, PA and has over 36 years of experience in the finance industry. Susan Holin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John Roeckel (CRD# 2160032) is an Investment Advisor Representative working at Fuhrman Management Associates, Inc. in Fort Washington, PA and has over 25 years of experience in the finance industry.