Unclaimed Profile

David Samuel Holin

FUHRMAN MANAGEMENT ASSOCIATES, INC.·FORT WASHINGTON, Pennsylvania

Series 65Clean record8 years registeredFUHRMAN MANAGEMENT ASSOCIATES, INC.

512 S. BETHLEHEM PIKE, FORT WASHINGTON, PA 19034CRD# 6798016Firm CRD# 121193

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Samuel Holin · FORT WASHINGTON, PA

Registration

CRD #6798016 · FUHRMAN MANAGEMENT ASSOCIATES, INC. · 8 years registered

Brand Profile

Not yet started

Career History

INDEPENDENT FINANCIAL PARTNERS

Aug 2024 – present

FUHRMAN MANAGEMENT ASSOCIATES, INC.

Nov 2017 – Dec 2024

FORT WASHINGTON, PA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 2, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FUHRMAN MANAGEMENT ASSOCIATES, INC.

CRD 121193 · SEC 801-62985

AUM

$249M

Regulatory assets under management

Employees

619 client accounts

Services offered by FUHRMAN MANAGEMENT ASSOCIATES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FUHRMAN MANAGEMENT ASSOCIATES, INC. →

Introduction

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Frequently Asked Questions

What services does David Samuel Holin offer?

David Samuel Holin specializes in Financial Planning, Investment Management. Contact their office in FORT WASHINGTON, Pennsylvania for a consultation.

What are David Samuel Holin's credentials?

David Samuel Holin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Samuel Holin located?

David Samuel Holin is based in FORT WASHINGTON, Pennsylvania, working with FUHRMAN MANAGEMENT ASSOCIATES, INC.. Their office serves clients in the FORT WASHINGTON metropolitan area and surrounding communities.

How does David Samuel Holin charge for services?

David Samuel Holin'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 FUHRMAN MANAGEMENT ASSOCIATES, INC.?

FUHRMAN MANAGEMENT ASSOCIATES, INC. has approximately 5 employees and manages $249M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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