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Home > Retirement Planners > pennsylvania > fort washington > FUHRMAN MANAGEMENT ASSOCIATES, INC.
FUHRMAN MANAGEMENT ASSOCIATES, INC.
512 S. Bethlehem Pike
Fort Washington, Pennsylvania 19034
Tel: 215-619-4000
About FUHRMAN MANAGEMENT ASSOCIATES, INC.
FUHRMAN MANAGEMENT ASSOCIATES, INC, formally registered with the SEC as FUHRMAN MANAGEMENT ASSOCIATES, INC. The firm was established in 04/14/2004. They have over 1 offices throughout the country.
FUHRMAN MANAGEMENT ASSOCIATES, INC. is a Fort Washington, Pennsylvania based Financial Planning firm with nearly $248,745,290 assets under management, offering retirement planning & investment advisory services to 619 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 121193 |
| SEC# | 801-62985 |
| Assets Managed by Firm | $248,745,290 |
| No. of Clients | 619 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (ADVISORY SERVICES FOR RETIREMENT PLANS, 401(K)S AND CERTAIN 529 PLANS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 619 | $248,745,290 |
| Individuals (other than high net worth individuals) | 128 | $31,919,481 |
| High net worth individuals | 93 | $215,528,982 |
| Charitable organizations | 1 | $1,296,827 |
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