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Julie Ann Wittenberg

FOCUSED WEALTH MANAGEMENT, INC.·HIGHLAND, New York
Unclaimed Profile
216 ROUTE 299, HIGHLAND, NY 12528CRD# 6198457Firm CRD# 154828
01

About

Julie Ann Wittenberg is a registered financial advisor based in HIGHLAND, New York, affiliated with FOCUSED WEALTH MANAGEMENT, INC.. 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
FOCUSED WEALTH MANAGEMENT, INC.
FOCUSED WEALTH MANAGEMENT, INC.
AUM
$1.2B
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at FOCUSED WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6198457
Firm CRD# 154828
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Julie Ann Wittenberg offer?
Julie Ann Wittenberg specializes in Financial Planning, Investment Management. Contact their office in HIGHLAND, New York for a consultation.
What are Julie Ann Wittenberg's credentials?
Julie Ann Wittenberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julie Ann Wittenberg located?
Julie Ann Wittenberg is based in HIGHLAND, New York, working with FOCUSED WEALTH MANAGEMENT, INC.. Their office serves clients in the HIGHLAND metropolitan area and surrounding communities.
How does Julie Ann Wittenberg charge for services?
Julie Ann Wittenberg'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 FOCUSED WEALTH MANAGEMENT, INC.?
FOCUSED WEALTH MANAGEMENT, INC. has approximately 18 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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