Federmann Financial Advisors Inc.

$108.2MAssets under management
as of Feb 2026 · SEC Form ADV
Rocky Point, NY
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Tech stack

No one at Federmann Financial Advisors Inc. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $69M held · filed Feb 2024
Schwab
Per Form ADV · $10M held · filed Feb 2024