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Susan Lee Holin

FUHRMAN MANAGEMENT ASSOCIATES, INC.·FORT WASHINGTON, Pennsylvania
Unclaimed Profile
512 S. BETHLEHEM PIKE, FORT WASHINGTON, PA 19034CRD# 732924Firm CRD# 121193
01

About

Susan Lee Holin is a registered financial advisor based in FORT WASHINGTON, Pennsylvania, affiliated with FUHRMAN MANAGEMENT ASSOCIATES, 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
FUHRMAN MANAGEMENT ASSOCIATES, INC.
FUHRMAN MANAGEMENT ASSOCIATES, INC.
AUM
$249M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at FUHRMAN MANAGEMENT ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 732924
Firm CRD# 121193
No disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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