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FINANCIAL ASSET MANAGEMENT CORP
CRD 106643 · SEC 801-27858
26 SOUTH GREELEY AVE, CHAPPAQUA, NY, 10514, United States
Phone
914-238-8900
Fax
914-238-8901
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$436.2M
Discretionary AUM
$387.6M
Team
3 total employees; 3 advisory reps; 2 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 99 | $51.2M |
| High net worth individuals | 105 | $382.1M |
States served
NJ, NY, PA, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD