FEDERMANN FINANCIAL ADVISORS INC.

ROCKY POINT, New York·1 registered advisor·CRD# 129975
SEC# 801-712730631-981-1904
01

Firm Overview

AUM
$78M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FEDERMANN FINANCIAL ADVISORS INC.

1 registered advisor
Lisa Ann Kelly
ROCKY POINT, New York
05

Office Locations

ROCKY POINT, New York
1 advisor

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Data sourced from SEC Form ADV filings. FEDERMANN FINANCIAL ADVISORS INC. (CRD# 129975) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.