FAMA FIDUCIARY WEALTH LLC

3445 Winton Place
Suite 242
Rochester, New York 14623
Tel: 585-292-6007

About FAMA FIDUCIARY WEALTH LLC

FAMA FIDUCIARY WEALTH LLC, formally registered with the SEC as FAMA FIDUCIARY WEALTH LLC. The firm was established in 11/12/2013. They have over 1 offices throughout the country.

FAMA FIDUCIARY WEALTH LLC is a Rochester, New York based Financial Planning firm with nearly $79,446,123 assets under management, offering retirement planning & investment advisory services to 216 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	125627
SEC#	801-78791
Assets Managed by Firm	$79,446,123
No. of Clients	216
No. of Advisors	1

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
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Other (WEBSITE)

Firm Client Information

	No. of Clients	AUM
Firm Total	216	$79,446,123
Individuals (other than high net worth individuals)	22	$14,118,293
High net worth individuals	36	$65,121,099
Corporations or other businesses	1	$206,731

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