Palumbo Wealth Management LLC
Palumbo Wealth Management LLC (CRD# 306548) is a financial advisory firm headquartered in Great Neck, NY. They manage $322,682,038 in 706 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management323MILLION
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Total Number of Accounts706ACCOUNTS
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Average Account Value$457,057
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, MA, NH, NJ, NY, PA, TX
Peter Dizdar (CRD# 6005498) is an Investment Advisor Representative working at Palumbo Wealth Management LLC in Westfield, NJ and has over 12 years of experience in the finance industry.
Stephen Engel (CRD# 5895087) is an Investment Advisor Representative working at Palumbo Wealth Management LLC in Great Neck, NY and has over 12 years of experience in the finance industry.
Philip Palumbo (CRD# 4158450) is an Investment Advisor Representative working at Palumbo Wealth Management LLC in Great Neck, NY and has over 23 years of experience in the finance industry.
Douglas Augenthaler (CRD# 1749808) is an Investment Advisor Representative working at Palumbo Wealth Management LLC in Great Neck, NY and has over 27 years of experience in the finance industry.
Killana Williams (CRD# 4713628) is an Investment Advisor Representative working at Palumbo Wealth Management LLC in Great Neck, NY and has over 20 years of experience in the finance industry.