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

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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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