FEDERMANN FINANCIAL ADVISORS INC.
  • FEDERMANN FINANCIAL ADVISORS INC.
  • F.H. FEDERMANN, CPA
  • FRANKLIN H. FEDERMANN
  • F.H. FEDERMANN, MST, CPA/PFS

Adviser Profile

As of Date 02/17/2026
Registration SEC, Approved, 04/12/2010
Other registrations (1)
ADV Location ROCKY POINT, NY, United States
Contact Info 631 xxxxxxx
Websites
AUM* 108,153,527 38%
of that, discretionary 108,153,527 38%
Number of Employees 3 -25%
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 647,626 25%
% High Net Worth 58.62% 7%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

108M 93M 77M 62M 46M 31M 15M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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