Financial Decisions, LLC
Financial Decisions, LLC is an SEC-registered wealth manager in New York, NY with $327.7M assets under management (AUM, regulatory AUM), +2% over one year. See who owns Financial Decisions, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 107755, SEC 801-39858, data through 2026-06-18.
- AUM (assets under management / regulatory AUM)
- $327.7M (2026-06-18)
- Firm type
- Wealth Manager
- Location
- New York, NY
- Employees
- 8
- Clients
- 152
- CRD
- 107755
- Ownership
- GUTWILLIG, KENNETH; DUPONT, FLORENCE, MYRIAM; SCHOENTHALER, LINDA, KARSH; FDI HOLDINGS, LLC; FINANCIAL DECISIONS, INC.
How much AUM does Financial Decisions, LLC have?
Financial Decisions, LLC reported $327.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-18).
Who owns Financial Decisions, LLC?
Disclosed owners and executives of Financial Decisions, LLC include GUTWILLIG, KENNETH, DUPONT, FLORENCE, MYRIAM, SCHOENTHALER, LINDA, KARSH, FDI HOLDINGS, LLC, FINANCIAL DECISIONS, INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.