FINANCIAL ASSET MANAGEMENT CORP
Firm details
- Headquarters
- CHAPPAQUA, New York
- CRD number
- 106643
- Registered since
- August 22, 1986
- Website
- www.famcorporation.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.61%
- Individuals11.74%
- Pension & Profit Sharing Plans0.65%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Financial Asset Management Corp is an independent, SEC-registered investment adviser focused on serving individuals and families. The firm acts as a capital allocator, building client portfolios primarily through pooled public vehicles and third‑party managers rather than by running large internal active equity trading desks. Its advisory work covers financial planning, portfolio management for individuals and small businesses, portfolio management for institutional/business clients, and the selection and oversight of other advisers. Fee arrangements include asset-based fees as well as hourly and fixed-fee engagements, which supports both ongoing wealth management relationships and discrete planning or consulting projects. The firm does not identify as an ESG investor and is not structured as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Exchange Traded Equities4%
- Cash & Cash Equivalents1%
Contacts
3 of 4SCOTT KAHAN
Senior Financial PlannerCRD 1147804
Cindy Delgado
Principal and Director of OperationsCRD 8061862
VIKTORIA KAMIN
Principal, Senior Financial PlannerCRD 5792070
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHAPPAQUA, NY
WESTCHESTER
Location
CHAPPAQUA, NY
Headquartered in CHAPPAQUA, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- WESTCHESTER
- Address
- 26 S Greeley Ave
- Time zone
- ET (UTC-5)
- Office locations
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