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Fusion Family Wealth, LLC
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Fusion Family Wealth, LLC Share
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Overview Share
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Woodbury, New York
$676.0 million AUM
1 office

Fusion Family Wealth, LLC is based in Woodbury, New York and has $676.0 million in assets under management.

Location
88 Froehlich Farm Boulevard
Suite 401
Woodbury, NY 11797
$676.0 million
AUM
8
Employees
AUM Share
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$676,000,000
Assets under management
1,130 clients
Number of clients
Average investment size is $598,230
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 111 $45,606,750 7% $410,872
High net worth individuals 126 $605,918,250 90% $4,808,875
Pension and profit sharing plans 17 $24,475,000 4% $1,439,706
Employees Share
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8
Employees
4
Investment analysts
50% of total employees
AUM per employee Share
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$676,000,000
Assets under management
$84,500,000
AUM per employee
$169,000,000
AUM per investment analyst
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Compensation

Fusion Family Wealth, LLC makes money through the following ways:

  • Percentage of AUM
  • Percentage of retirement plan assets under advisement
Services offered

Fusion Family Wealth, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
Firm data Share
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CRD number 168,254
SEC number 801-78339
Legal structure Limited Liability Company
Legal governance Delaware, United States
Latest ADV filing date January 29, 2020

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