Unclaimed Profile

Susan Lee Holin

FUHRMAN MANAGEMENT ASSOCIATES, INC.·FORT WASHINGTON, Pennsylvania

Clean recordFUHRMAN 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Susan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Susan is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

FUHRMAN MANAGEMENT ASSOCIATES, INC.

AUM

$249M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FUHRMAN MANAGEMENT ASSOCIATES, INC. →

Services

Financial planning

Portfolio management (individuals)

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 732924

Firm CRD# 121193

View on FINRA BrokerCheck →

Looking for a financial advisor in FORT WASHINGTON?

Browse all registered financial advisors in FORT WASHINGTON, Pennsylvania or claim this profile if it's yours.

Browse FORT WASHINGTON Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →