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Home > Retirement Planners > new york > bohemia > FEDERAL PREP ADVISORS, INC.
FEDERAL PREP ADVISORS, INC.
1650 Sycamore Ave.
Suite 23
Bohemia, New York 11716
Tel: (631) 750-6499
About FEDERAL PREP ADVISORS, INC.
FEDERAL PREP ADVISORS, INC, formally registered with the SEC as FEDERAL PREP ADVISORS, INC. The firm was established in 06/26/2020. They have over 2 offices throughout the country.
FEDERAL PREP ADVISORS, INC. is a Bohemia, New York based Financial Planning firm with nearly $95,500,000 assets under management, offering retirement planning & investment advisory services to 846 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282663 |
| SEC# | 801-118329 |
| Assets Managed by Firm | $95,500,000 |
| No. of Clients | 846 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 846 | $95,500,000 |
| Individuals (other than high net worth individuals) | 846 | $95,500,000 |
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