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Philip G Palumbo

PALUMBO WEALTH MANAGEMENT LLC·GREAT NECK, New York
Unclaimed Profile
1010 NORTHERN BOULEVARD, GREAT NECK, NY 11021CRD# 4158450Firm CRD# 306548
01

About

Philip G Palumbo is a registered financial advisor based in GREAT NECK, New York, affiliated with PALUMBO WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
PALUMBO WEALTH MANAGEMENT LLC
PALUMBO WEALTH MANAGEMENT LLC
AUM
$323M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PALUMBO WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4158450
Firm CRD# 306548
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Philip G Palumbo offer?
Philip G Palumbo specializes in Financial Planning, Investment Management. Contact their office in GREAT NECK, New York for a consultation.
What are Philip G Palumbo's credentials?
Philip G Palumbo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philip G Palumbo located?
Philip G Palumbo is based in GREAT NECK, New York, working with PALUMBO WEALTH MANAGEMENT LLC. Their office serves clients in the GREAT NECK metropolitan area and surrounding communities.
How does Philip G Palumbo charge for services?
Philip G Palumbo's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PALUMBO WEALTH MANAGEMENT LLC?
PALUMBO WEALTH MANAGEMENT LLC has approximately 6 employees and manages $323M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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