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FEDERMANN FINANCIAL ADVISORS INC.
CRD 129975 · SEC 801-71273
745 ROUTE 25A, SUITE C, ROCKY POINT, NY, 11778, United States
Phone
631-981-1904
Fax
631-981-1905
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$108.2M
Discretionary AUM
$108.2M
Team
3 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $12.7M |
| High net worth individuals | 34 | $95.5M |
States served
NY, FL
All web addresses on file
Official SEC filing: View on IAPD