Fusion Family Wealth, LLC
Fusion Family Wealth, LLC (CRD# 168254) is a financial advisory firm headquartered in Woodbury, NY. They manage $651,880,000 in 1,336 accounts and serve the financial needs of clients across 7 states (or territories).
Total Assets Under Management652MILLION
Total Number of Accounts1,336ACCOUNTS
Average Account Value$487,934
- A percentage of assets under your management
- Hourly charges
- 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)
CA, CT, FL, NJ, NY, PA, TX
Jonathan Blau (CRD# 1976757) is an Investment Advisor Representative working at Fusion Family Wealth, LLC in Woodbury, NY and has over 21 years of experience in the finance industry.