RIA Intelligence

FAMA FIDUCIARY WEALTH LLC

CRD #125627 SEC #801-78791 ROCHESTER, NY 585-292-6007
SEC Registered
Total AUM
$88.3M
Discretionary
$86.8M
Employees
1
Clients
26
Accounts
213

Firm Details

Organization Type
Limited Liability Company
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 13, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
FAMA, ANDREW, JOHNICCOE Control
FAMA, ANDREW, JOHNIMANAGING MEMBER AND CCOE Control
FAMA, ANDREW, JOHNIMANAGING MEMBER AND CCOE Control
FAMA, ANDREW, JOHNIMANAGING MEMBER AND CCOE Control
FAMA, ANDREW, JOHNIMANAGING MEMBER AND CCOE Control
FAMA, ANDREW, JOHNIMANAGING MEMBER AND CCOE Control
FAMA, ANDREW, JOHNIMANAGING MEMBER AND CCOE Control
FAMA, ANDREW, JOHNIMANAGING MEMBER AND CCOE Control
FAMA, ANDREW, JOHNIMANAGING MEMBER AND CCOE Control
FAMA, ANDREW, JOHNIMANAGING MEMBER AND CCOE Control
FAMA, ANDREW, JOHNIMANAGING MEMBER AND CCOE Control
FAMA, ANDREW, JOHNIMANAGING MEMBER AND CCOE Control
FAMA, ANDREW, JOHNIMANAGING MEMBER AND CCOE Control
FAMA, ANDREW, JOHNIMANAGING MEMBER AND CCOE Control
FAMA, ANDREW, JOHNIMANAGING MEMBER AND CCOE Control
FAMA, ANDREW, JOHNIMANAGING MEMBER AND CCOE Control
FAMA, ANDREW, JOHNIMANAGING MEMBER AND CCOE Control

Registrations

Federal

IA
Mar 13, 2025 REGISTERED

Notice Filings (1)

NY

Address

3445 WINTON PLACE
SUITE 242
ROCHESTER, NY 14623
United States
Phone: 585-292-6007