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FOGEL NEALE WEALTH MANAGEMENT, LLC

CRD 300358

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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42 BROADWAY, SUITE 1227, NEW YORK, NY, 10004, United States

Registration

— (—)

Source

State registered

Total AUM

$5.4M

Discretionary AUM

$5.4M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2023-11-16

Disciplinary history

No

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Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals24$4.4M
High net worth individuals1$1.0M

All web addresses on file

Official SEC filing: View on IAPD