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FEDERAL PREP ADVISORS, INC.

1650 Sycamore Ave.
Suite 23
Bohemia, New York 11716
Tel: (631) 750-6499

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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 StatusApproved
Firm CRD#282663
SEC#801-118329
Assets Managed by Firm$95,500,000
No. of Clients846
No. of Advisors4

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 ClientsAUM
Firm Total846$95,500,000
Individuals (other than high net worth individuals)846$95,500,000

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