PALUMBO WEALTH MANAGEMENT LLC

GREAT NECK, New York·2 registered advisors·CRD# 306548
SEC# 801-1179012(516) 629-7073
01

Firm Overview

AUM
$323M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PALUMBO WEALTH MANAGEMENT LLC

2 registered advisors
Killana P Williams
GREAT NECK, New York
Philip G Palumbo
GREAT NECK, New York
05

Office Locations

GREAT NECK, New York
2 advisors

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Data sourced from SEC Form ADV filings. PALUMBO WEALTH MANAGEMENT LLC (CRD# 306548) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.