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Financial Decisions, LLC

● SEC registered since 1991CRD 107755SEC# 801-39858New York, NY
Export (members)
Reg. AUM
$321.2M
Employees
8
Accounts
551
Location
New York, NY

Financial Decisions, LLC assets under management

Financial Decisions, LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 1991. It reports $321.2 million in regulatory assets under management and employs 8 people.
www.findec.netView on SEC.gov ↗

Financial Decisions, LLC owners & executives

2 reported
NameTitleOwnershipSince
Florence Myriam Dupont ControlPartner/Chief Financial Planner50-75%2019
Kenneth Gutwillig ControlChief Compliance Officer/Partner/Chief Investment Officer50-75%2016

Frequently asked questions

How much does Financial Decisions, LLC manage?

Financial Decisions, LLC reports $321.2 million in regulatory assets under management on its Form ADV.

How many employees does Financial Decisions, LLC have?

Financial Decisions, LLC reports 8 employees.

Where is Financial Decisions, LLC located?

Financial Decisions, LLC is based in New York, NY and has been SEC-registered since 1991.

Does Financial Decisions, LLC disclose fund performance?

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

Contact & registration

Address780 Third Avenue, 18th Floor, New York, NY 10017
Phone212-920-3470
Fax212-920-3488
Office hours9a.m. To 5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$321.2M
Non-discretionary$6K
Total (RAUM)$321.2M