PALUMBO WEALTH MANAGEMENT LLC

1010 Northern Boulevard
Suite 310
Great Neck, New York 11021
Tel: (516) 629-7073

About PALUMBO WEALTH MANAGEMENT LLC

PALUMBO WEALTH MANAGEMENT LLC, formally registered with the SEC as PALUMBO WEALTH MANAGEMENT LLC. The firm was established in 01/06/2020. They have over 3 offices throughout the country.

PALUMBO WEALTH MANAGEMENT LLC is a Great Neck, New York based Financial Planning firm with nearly $322,682,038 assets under management, offering retirement planning & investment advisory services to 706 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306548
SEC#	801-117901
Assets Managed by Firm	$322,682,038
No. of Clients	706
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	706	$322,682,038
Individuals (other than high net worth individuals)	78	$17,473,357
High net worth individuals	168	$293,087,534
Corporations or other businesses	Fewer than 5 clients	$11,093,560

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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
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