FEDERMANN FINANCIAL ADVISORS INC.

745 Route 25a, Suite C
Rocky Point, New York 11778
Tel: 631-981-1904

About FEDERMANN FINANCIAL ADVISORS INC.

FEDERMANN FINANCIAL ADVISORS INC, formally registered with the SEC as FEDERMANN FINANCIAL ADVISORS INC. The firm was established in 04/12/2010. They have over 1 offices throughout the country.

FEDERMANN FINANCIAL ADVISORS INC. is a Rocky Point, New York based Financial Planning firm with nearly $89,266,815 assets under management, offering retirement planning & investment advisory services to 155 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	129975
SEC#	801-71273
Assets Managed by Firm	$89,266,815
No. of Clients	155
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

Firm Client Information

	No. of Clients	AUM
Firm Total	155	$89,266,815
Individuals (other than high net worth individuals)	25	$13,086,680
High net worth individuals	31	$76,180,135

More Retirement Planning firms in Rocky Point, 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
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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