FDM Wealth

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

325 E Main St Ste 2, Smithtown, New York...

Phone Number

(631) 454-8181

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
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ZI Rank
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About FDM Wealth

FDM Wealth Management is an independent advisory firm based in Smithtown, NY, specializing in wealth management and financial planning for high net worth and affluent clients. The firm offers personalized services including investment strategies, insurance, estate conservation, and generational planning, with a focus on transparent fee structures. FDM emphasizes a consultative approach to understand clients' long-term goals and proactively manage their financial needs. Established in 1998, the firm is dedicated to providing a client-centric experience, fostering trust and education throughout the financial planning process.Explore more
FDM Wealth's Social MediaPopular SearchesFDM WealthFdm Wealth ManagementFDM Wealth - IncFdm Equities LLCFdm Investments IncSIC Code 62,628NAICS Code 52,523Show more

FDM Wealth Org Chart

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JB
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Wealth Consultant

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Activity Insights

FDM Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

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FDM Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about FDM Wealth.

FDM Wealth Tech Stack

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Frequently Asked Questions Regarding FDM Wealth

What is FDM Wealth's official website?
FDM Wealth's official website is www.fdmwealth.com
What is FDM Wealth's Revenue?
FDM Wealth's revenue is <$5 Million
What is FDM Wealth's SIC code?
FDM Wealth's SIC: 62,628
What is FDM Wealth's NAICS code?
FDM Wealth's NAICS: 52,523
How many employees does FDM Wealth have?
FDM Wealth has 1-10 employees
What industry does FDM Wealth belong to?
FDM Wealth is in the industry of: Finance, Securities Trading
What technology does FDM Wealth use?
Some of the popular technologies that FDM Wealth uses are: Cloudflare Website Optimization, Cloudflare CDN, Google Font API, Google Tag Manager
How do I contact FDM Wealth?
FDM Wealth contact info: Phone number: (631) 454-8181 Website: www.fdmwealth.com
What does FDM Wealth do?

FDM Wealth Management is an independent advisory firm based in Smithtown, NY, specializing in wealth management and financial planning for high net worth and affluent clients. The firm offers personalized services including investment strategies, insurance, estate conservation, and generational planning, with a focus on transparent fee structures.... FDM emphasizes a consultative approach to understand clients' long-term goals and proactively manage their financial needs. Established in 1998, the firm is dedicated to providing a client-centric experience, fostering trust and education throughout the financial planning process.Read More

What are FDM Wealth social media links?
FDM Wealth Facebook page
Is FDM Wealth a public company?
FDM Wealth is private company therefore does not currently have an official ticker symbol
See more information about FDM Wealth

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