FUHRMAN MANAGEMENT ASSOCIATES, INC.
Adviser information for FUHRMAN MANAGEMENT ASSOCIATES, INC. last updated from Form ADV on March 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 578 | $225.9M |
| Non-Discretionary | 41 | $22.8M |
| Total | 619 | $248.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 128 | $31.9M |
| HNW Individuals | 93 | $215.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $1.3M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesADVISORY SERVICES FOR RETIREMENT PLANS, 401(K)S AND CERTAIN 529 PLANS |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-62985 |
|---|---|
| SEC ERA File Number | 801-62985 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 121193 |
| Legal Entity Identifier | None |
Principal Office
512 S. BETHLEHEM PIKEFORT WASHINGTON
PA
United States
Monday - Friday, 8:00 AM - 5:30 PM
Tel: 215-619-4000, Fax: 215-619-3611
Websites
Chief Compliance Officer
SUSAN FUHRMAN HOLIN
CHIEF EXECUTIVE OFFICER
512 S. BETHLEHEM PIKE
FT. WASHINGTON
PA
United States
Tel:
215-619-4000
Fax:
215-619-3611
S*****@***********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HOLIN, SUSAN, LEE | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2004 | 50-75% |
| FUHRMAN, STEVEN, MARK | Individual | – | CHIEF FINANCIAL OFFICER | 09/2004 | 25-50% |
| Holin, David, Samuel | Individual | – | VICE PRESIDENT | 12/2022 | < 5% |