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Diane Palumbo Federico

STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.·FAIRFIELD, New Jersey
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100 PASSAIC AVENUE, FAIRFIELD, NJ 07004CRD# 1358686Firm CRD# 128199
01

About

Diane Palumbo Federico is a registered financial advisor based in FAIRFIELD, New Jersey, affiliated with STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.
STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.
AUM
$1.2B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1358686
Firm CRD# 128199
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Diane Palumbo Federico offer?
Diane Palumbo Federico specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FAIRFIELD, New Jersey for a consultation.
What are Diane Palumbo Federico's credentials?
Diane Palumbo Federico is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Diane Palumbo Federico located?
Diane Palumbo Federico is based in FAIRFIELD, New Jersey, working with STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.. Their office serves clients in the FAIRFIELD metropolitan area and surrounding communities.
How does Diane Palumbo Federico charge for services?
Diane Palumbo Federico's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.?
STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. has approximately 13 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FAIRFIELD
Richard Lewis Zack — BLEAKLEY FINANCIAL GROUP, LLCGeorge J Yost — CHADLER INVESTMENT ADVISORY SOLUTIONS, LLCMichael Timothy Dwyer — STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.Joseph Lawrence Sluck — STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.Joseph John Duran — BLEAKLEY FINANCIAL GROUP, LLC
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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