SEC Form ADV

FEDERMANN FINANCIAL ADVISORS INC.

Firm profile: Federmann Financial Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNY

$108.2M

Assets Under Management

167

Total Clients

Employees

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Registration Details

Accession: CRD-129975
Location: ROCKY POINT, NY
Filing Date: February 17, 2026
AUM: $108.2M
Total Clients: 167
Employees: 3
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

FEDERMANN FINANCIAL ADVISORS INC. is a registered investment adviser headquartered in ROCKY POINT, NY, managing approximately $108.2M in assets across 167 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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