FINANCIAL ASSET MANAGEMENT CORP

26 South Greeley Ave
Chappaqua, New York 10514
Tel: 914-238-8900

About FINANCIAL ASSET MANAGEMENT CORP

FINANCIAL ASSET MANAGEMENT CORP, formally registered with the SEC as FINANCIAL ASSET MANAGEMENT CORP. The firm was established in 08/22/1986. They have over 2 offices throughout the country.

FINANCIAL ASSET MANAGEMENT CORP is a Chappaqua, New York based Financial Planning firm with nearly $341,301,033 assets under management, offering retirement planning & investment advisory services to 777 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106643
SEC#	801-27858
Assets Managed by Firm	$341,301,033
No. of Clients	777
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	777	$341,301,033
Individuals (other than high net worth individuals)	91	$35,651,223
High net worth individuals	103	$303,446,793
Pension and profit sharing plans	Fewer than 5 clients	$2,203,017

More Retirement Planning firms in Chappaqua, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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