PALUMBO WEALTH MANAGEMENT LLC

Tel: (516) 629-7073

1010 Northern Boulevard
Suite 310
Great Neck, New York 11021

Inquire with PALUMBO WEALTH MANAGEMENT LLC

About PALUMBO WEALTH MANAGEMENT LLC

PALUMBO WEALTH MANAGEMENT LLC is a Great Neck, New York based financial advisory firm with nearly $230,140,486 in assets under management and provides investment advisory services for 606 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:		306548
SEC#:		801-117901
Assets under Management:		$230,140,486
No. of Clients:		606
No. of Advisors:		7
Advisory Services Provided:		Financial Planning, Portfolio Management for Individuals, Pension Consulting Services, Selection of Other Advisors
Fee Structure:		A Percentage of AUM, Fixed Fees

More Financial Advisor Firms in Great Neck, New York

Financial Advisory Firm	Firm CRD#	SEC#	No. of Clients	No. of Advisors	AUM
J.P. MORGAN SECURITIES LLC	79	801-3702	982795	7098	$212,928,874,840
J.P. MORGAN PRIVATE INVESTMENTS INC.	110186	801-41088	871626	709	$238,864,704,749
RBC CAPITAL MARKETS, LLC	31194	801-13059	423124	8094	$183,480,849,974
GOLDMAN SACHS & CO. LLC	361	801-16048	71199	3932	$211,418,550,210
VOYA INVESTMENT MANAGEMENT CO. LLC	106494	801-9046	62080	880	$236,709,852,507
JENNISON ASSOCIATES	107959	801-5608	4053	367	$164,275,126,570
DWS INVESTMENT MANAGEMENT AMERICAS, INC.	104518	801-252	609	506	$164,890,183,366
SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC	105820	801-15834	415	320	$171,297,000,000
FRANKLIN TEMPLETON FUND ADVISER, LLC	140432	801-66785	148	6	$212,539,533,442
KOHLBERG KRAVIS ROBERTS & CO. L.P.	144533	801-69634	122	1635	$289,898,481,445
EQUITABLE INVESTMENT MANAGEMENT GROUP, LLC	156933	801-72220	112	62	$143,549,380,883
BROOKFIELD ASSET MANAGEMENT PIC US, LLC	151599	801-72031	99	1681	$162,269,124,932
NUVEEN ALTERNATIVES ADVISORS LLC	160255	801-74475	72	47	$151,502,805,151
MARINER INVESTMENT GROUP, LLC	124744	801-62016	43	120	$154,061,973,743
TIAA-CREF INVESTMENT MANAGEMENT LLC	107168	801-38029	8	407	$215,384,349,404

Explore More Financial Advisor Firms in Great Neck, New York >>

WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.