FEDERMANN FINANCIAL ADVISORS INC.
SEC RegisteredCaring, Confident, and Committed Financial Planners
About the firm
Federmann Financial Advisors Inc. is a Registered Investment Advisor based in Rocky Point, NY, offering financial planning and wealth management services. The firm provides independent advice, takes its fiduciary responsibility seriously, and puts client needs first.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and wealth management, including one-on-one attention to form personalized financial plans and enhancing financial structures through investment management.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 24 | $13M |
| High Net Worth Individuals | 34 | $96M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of February 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FEDERMANN FINANCIAL ADVISORS INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.