LP Profile

Federmann Financial Advisors

Also known as federmann financial

Wealth ManagerRocky Point, United StatesFounded 2005
$108M
Assets Under Management
Rocky Point
Headquarters
Investment Focus

About Federmann Financial Advisors

Federmann Financial Advisors is a registered investment advisor in Rocky Point, New York, founded in 2005. It provides financial planning and wealth management and states that it gives independent advice rather than selling products. Its work begins with one-on-one information gathering to form a financial plan, and it also offers investment management. The firm emphasizes continuing education for its professionals. It manages about $108 million in assets.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Federmann Financial Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$108.2M
Total Clients
167
Filing Date
February 17, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

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FAQ

Frequently asked questions

What type of investor is Federmann Financial Advisors?

Federmann Financial Advisors is a wealth manager based in Rocky Point, United States, managing approximately $108M in assets.

Where is Federmann Financial Advisors headquartered?

Federmann Financial Advisors is headquartered in Rocky Point, United States.

How much does Federmann Financial Advisors manage?

Federmann Financial Advisors manages approximately $108M in assets under management.

When was Federmann Financial Advisors founded?

Federmann Financial Advisors was founded in 2005.

How can I contact Federmann Financial Advisors?

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