Claim Profile
DG

Daniel Eric Greenberg

FAIRMOUNT FUNDS MANAGEMENT LLC·WEST CONSHOHOCKEN, Pennsylvania
Unclaimed Profile
200 BARR HARBOR DRIVE, WEST CONSHOHOCKEN, PA 19428CRD# 5563536Firm CRD# 284844
01

About

Daniel Eric Greenberg is a registered financial advisor based in WEST CONSHOHOCKEN, Pennsylvania, affiliated with FAIRMOUNT FUNDS MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
FAIRMOUNT FUNDS MANAGEMENT LLC
FAIRMOUNT FUNDS MANAGEMENT LLC
AUM
$2.3B
Regulatory assets under management
Employees
21
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5563536
Firm CRD# 284844
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WEST CONSHOHOCKEN?

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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Daniel Eric Greenberg offer?
Daniel Eric Greenberg specializes in Retirement Planning. Contact their office in WEST CONSHOHOCKEN, Pennsylvania for a consultation.
What are Daniel Eric Greenberg's credentials?
Daniel Eric Greenberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Eric Greenberg located?
Daniel Eric Greenberg is based in WEST CONSHOHOCKEN, Pennsylvania, working with FAIRMOUNT FUNDS MANAGEMENT LLC. Their office serves clients in the WEST CONSHOHOCKEN metropolitan area and surrounding communities.
How does Daniel Eric Greenberg charge for services?
Daniel Eric Greenberg's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FAIRMOUNT FUNDS MANAGEMENT LLC?
FAIRMOUNT FUNDS MANAGEMENT LLC has approximately 21 employees and manages $2.3B 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 →
Browse by specialty