Palumbo Wealth Management LLC

Palumbo Wealth Management LLC (CRD# 306548) is a financial advisory firm headquartered in Great Neck, NY. They manage $322,682,038 in 706 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
1010 Northern Boulevard, Suite 310, Great Neck, NY 11021
https://palumbowm.com
By the Numbers
  • Total Assets Under Management
    323
    MILLION
  • Total Number of Accounts
    706
    ACCOUNTS
  • Average Account Value
    $457,057
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MA, NH, NJ, NY, PA, TX

Financial Advisors at Palumbo Wealth Management LLC
Showing 1 - 5 of 5 top financial advisors.
1
Peter Dizdar, financial advisor Westfield NJ
Peter Dizdar
CRD#: 6005498
Westfield, NJ

Peter Dizdar (CRD# 6005498) is an Investment Advisor Representative working at Palumbo Wealth Management LLC in Westfield, NJ and has over 12 years of experience in the finance industry.

2
Stephen Engel, financial advisor Great Neck NY
Stephen J. Engel
CRD#: 5895087
1010 Northern Boulevard, Suite 310, Great Neck, NY 11021

Stephen Engel (CRD# 5895087) is an Investment Advisor Representative working at Palumbo Wealth Management LLC in Great Neck, NY and has over 12 years of experience in the finance industry.

3
Philip Palumbo, financial advisor Great Neck NY
Philip G. Palumbo
CRD#: 4158450
1010 Northern Boulevard, Suite 310, Great Neck, NY 11021

Philip Palumbo (CRD# 4158450) is an Investment Advisor Representative working at Palumbo Wealth Management LLC in Great Neck, NY and has over 23 years of experience in the finance industry.

4
Douglas Augenthaler, financial advisor Great Neck NY
Douglas R. Augenthaler
CRD#: 1749808
1010 Northern Boulevard, Suite 310, Great Neck, NY 11021

Douglas Augenthaler (CRD# 1749808) is an Investment Advisor Representative working at Palumbo Wealth Management LLC in Great Neck, NY and has over 27 years of experience in the finance industry.

5
Killana Williams, financial advisor Great Neck NY
Killana P. Williams
CRD#: 4713628
1010 Northern Boulevard, Suite 310, Great Neck, NY 11021

Killana Williams (CRD# 4713628) is an Investment Advisor Representative working at Palumbo Wealth Management LLC in Great Neck, NY and has over 20 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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