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FUSION FAMILY WEALTH, LLC

Tel: (516) 206-1320
88 Froehlich Farm Boulevard
Suite 401
Woodbury, New York  11797

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FUSION FAMILY WEALTH, LLC

FUSION FAMILY WEALTH, LLC is a Woodbury, New York based financial advisory firm with nearly $1,201,682,793 in assets under management and provides investment advisory services for 1299 clients. There are currently 9 financial advisors at the firm.

General Information

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Other (PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMEN

Firm CRD#:

168254

SEC#:

801-78339

No. of Clients:

1299

Assets under Management

$1,201,682,793

No. of Advisors:

9

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