FAMA FIDUCIARY WEALTH LLC
Adviser information for FAMA FIDUCIARY WEALTH LLC last updated from Form ADV on March 14th, 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| 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 | 216 | $79.4M |
| Non-Discretionary | 0 | $0 |
| Total | 216 | $79.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 22 | $14.1M |
| HNW Individuals | 36 | $65.1M |
| 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 | 0 | $0 |
| 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 | <5 | $206,731 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersWEBSITE |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-78791 |
|---|---|
| SEC ERA File Number | 801-78791 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 125627 |
| Legal Entity Identifier | None |
Principal Office
3445 WINTON PLACESUITE 242
ROCHESTER
NY
United States
Monday - Friday, 9 A.M. TO 5 P.M.
Tel: 585-292-6007, Fax: 585-481-2097
Chief Compliance Officer
ANDREW J. FAMA
3445 WINTON PLACE
SUITE 242
ROCHESTER
NY
United States
Tel:
585-292-6007
Fax:
585-481-2097
A*****@*************M
(Full email address available in API data)
Industry Affiliates
| ATTORNEY AT LAW | Lawyer or law firm |
| LICENSED REAL ESTATE BROKER | Real estate broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FAMA, ANDREW, JOHN | Individual | – | MANAGING MEMBER AND CCO | 12/2007 | > 75% |