Unclaimed Profile

Susan Lee Holin

FUHRMAN MANAGEMENT ASSOCIATES, INC.·FORT WASHINGTON, Pennsylvania

Series 7, Series 24, Series 63Clean record27 years registeredFUHRMAN MANAGEMENT ASSOCIATES, INC.

512 S. BETHLEHEM PIKE, FORT WASHINGTON, PA 19034CRD# 732924Firm CRD# 121193

Profile Verification

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

Identity

Susan Lee Holin · FORT WASHINGTON, PA

Registration

CRD #732924 · FUHRMAN MANAGEMENT ASSOCIATES, INC. · 27 years registered

Brand Profile

Not yet started

Career History

INDEPENDENT FINANCIAL PARTNERS

May 2025 – present

WESTERN INTERNATIONAL SECURITIES

Feb 2008 – Oct 2008

FORT WASHINGTON, PA

OBERLIN FINANCIAL CORP.

Mar 2004 – Feb 2005

FT. WASHINGTON, PA

FUHRMAN MANAGEMENT ASSOCIATES, INC.

Oct 2002 – Mar 2025

FT. WASHINGTON, PA

NATHAN & LEWIS SECURITIES, INC.

Jul 1999 – Jul 2003

FT. WASHINGTON, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Registration record

First registered · July 1, 1999

Years registered · 27

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 Susan Lee Holin offer?

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

What are Susan Lee Holin's credentials?

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

Where is Susan Lee Holin located?

Susan Lee 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 Susan Lee Holin charge for services?

Susan Lee 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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