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PALUMBO WEALTH MANAGEMENT LLC

Tel: (516) 629-7073
1010 Northern Boulevard
Suite 310
Great Neck, New York  11021

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PALUMBO WEALTH MANAGEMENT LLC

PALUMBO WEALTH MANAGEMENT LLC is a Great Neck, New York based financial advisory firm with nearly $322,682,038 in assets under management and provides investment advisory services for 706 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

306548

SEC#:

801-117901

No. of Clients:

706

Assets under Management

$322,682,038

No. of Advisors:

6

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