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Fama Fiduciary Wealth LLC

● SEC registered since 2013CRD 125627SEC# 801-78791Rochester, NY
Export (members)
Reg. AUM
$88.3M
Employees
1
Accounts
213
Location
Rochester, NY

Fama Fiduciary Wealth LLC assets under management

Fama Fiduciary Wealth LLC is a registered investment adviser overseen by the SEC based in Rochester, NY. The firm has been registered since 2013. It reports $88.3 million in regulatory assets under management and employs 1 people.

Fama Fiduciary Wealth LLC owners & executives

1 reported
NameTitleOwnershipSince
Andrew John Fama ControlManaging Member And CcoOver 75%2007

Frequently asked questions

How much does Fama Fiduciary Wealth LLC manage?

Fama Fiduciary Wealth LLC reports $88.3 million in regulatory assets under management on its Form ADV.

How many employees does Fama Fiduciary Wealth LLC have?

Fama Fiduciary Wealth LLC reports 1 employees.

Where is Fama Fiduciary Wealth LLC located?

Fama Fiduciary Wealth LLC is based in Rochester, NY and has been SEC-registered since 2013.

Does Fama Fiduciary Wealth LLC disclose fund performance?

Fama Fiduciary Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3445 Winton Place, Suite 242, Rochester, NY 14623
Phone585-292-6007
Fax585-481-2097
Office hours9 a.m. To 5 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$86.8M
Non-discretionary$1.4M
Total (RAUM)$88.3M