FUSION FAMILY WEALTH, LLC

88 Froehlich Farm Boulevard
Suite 401
Woodbury, New York 11797
Tel: (516) 206-1320

About FUSION FAMILY WEALTH, LLC

FUSION FAMILY WEALTH, LLC, formally registered with the SEC as FUSION FAMILY WEALTH, LLC. The firm was established in 07/25/2013. They have over 1 offices throughout the country.

FUSION FAMILY WEALTH, LLC is a Woodbury, New York based Financial Planning firm with nearly $1,201,682,793 assets under management, offering retirement planning & investment advisory services to 1299 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168254
SEC#	801-78339
Assets Managed by Firm	$1,201,682,793
No. of Clients	1299
No. of Advisors	9

Fee Structure

A percentage of AUM
Other (PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT)

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1299	$1,201,682,793
Individuals (other than high net worth individuals)	135	$58,078,728
High net worth individuals	207	$1,121,973,775
Pension and profit sharing plans	8	$21,630,290

More Retirement Planning firms in Woodbury, 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

Explore More Retirement Advisors in Woodbury, New York

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.