FUSION FAMILY WEALTH, LLC - Financial Advisor in New York, Woodbury

Tel: (516) 206-1320 88 Froehlich Farm Boulevard Suite 401 Woodbury, New York 11797

About FUSION FAMILY WEALTH, LLC

FUSION FAMILY WEALTH, LLC is a Woodbury, New York based financial advisory firm with nearly $1,201,682,793 in assets under management and provides investment advisory services for 1299 clients. There are currently 9 financial advisors at the firm.

General Information

Firm CRD#:

168254

Firm SEC#:

801-78339

Assets Under Management:

$1,201,682,793

No. of Clients:

1299

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Other (PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT)

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