Federmann Financial Advisors Inc.
Federmann Financial Advisors Inc. is an SEC-registered ria in Rocky Point, NY with $108.2M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Federmann Financial Advisors Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 129975, SEC 801-71273, data through 2026-02-17.
- AUM (assets under management / regulatory AUM)
- $108.2M (2026-02-17)
- Firm type
- Ria
- Location
- Rocky Point, NY
- Employees
- 3
- Clients
- 58
- CRD
- 129975
- Ownership
- FEDERMANN, ROCHELLE; KELLY, LISA, ANN; FEDERMANN, FRANKLIN, HOWARD; THE ESTATE OF FRANKLIN FEDERMANN
How much AUM does Federmann Financial Advisors Inc. have?
Federmann Financial Advisors Inc. reported $108.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-17).
Who owns Federmann Financial Advisors Inc.?
Disclosed owners and executives of Federmann Financial Advisors Inc. include FEDERMANN, ROCHELLE, KELLY, LISA, ANN, FEDERMANN, FRANKLIN, HOWARD, THE ESTATE OF FRANKLIN FEDERMANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.