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FUSION FAMILY WEALTH, LLC
Investment Advice|WOODBURY, NY
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$1.2B
Total AUM
| Category | Value |
|---|---|
| Discretionary | 1.2B |
| Non-Discretionary | 16.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 168254 |
| SEC Number | 801-78339 |
| Street Address | 88 FROEHLICH FARM BOULEVARD |
| Street Address 2 | SUITE 401 |
| Location | WOODBURY, NY 11797 |
| Country | United States |
| Phone | (516) 206-1320 |
| Fax | (646) 786-3960 |
| Total Employees | 9 |
Client Count by Type (350 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 207 |
| Individuals (other than H… | 135 |
| Pension/Profit Sharing Pl… | 8 |
County data not available for this organization.