FEDERMANN FINANCIAL ADVISORS INC.
CRD #129975 SEC #801-71273 ROCKY POINT, NY 631-981-1904
SEC Registered
Total AUM
$89.3M
Discretionary
$89.3M
Employees
3
Clients
26
Accounts
155
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $89.3M | $89.3M | $0 | 3 | 0 |
| May 2025 | $89.3M | $89.3M | $0 | 3 | 0 |
| Mar 2025 | $89.3M | $89.3M | $0 | 3 | 0 |
| Feb 2025 | $89.3M | $89.3M | $0 | 3 | 0 |
| Feb 2025 | $89.3M | $89.3M | $0 | 3 | 0 |
| Feb 2024 | $78.5M | $78.5M | $0 | 4 | 2 |
| Feb 2024 | $78.5M | $78.5M | $0 | 4 | 2 |
| Mar 2023 | $61.8M | $61.8M | $0 | 4 | 3 |
| Feb 2023 | $61.8M | $61.8M | $0 | 4 | 3 |
| Oct 2022 | $62.4M | $62.4M | $0 | 2 | 2 |
| Feb 2022 | $62.4M | $62.4M | $0 | 2 | 2 |
| Feb 2022 | $62.4M | $62.4M | $0 | 2 | 2 |
| Mar 2021 | $51.7M | $51.7M | $0 | 2 | 6 |
| Mar 2021 | $51.7M | $51.7M | $0 | 2 | 6 |
| Jun 2020 | $46.5M | $46.5M | $0 | 2 | 4 |
| Mar 2020 | $46.5M | $46.5M | $0 | 2 | 4 |
| Mar 2019 | $38.9M | $38.9M | $0 | 2 | 2 |
| Mar 2018 | $43.6M | $43.6M | $0 | 2 | 1 |
| Jan 2017 | $38.9M | $38.9M | $0 | 2 | 26 |
| Feb 2016 | $38.5M | $38.5M | $0 | 2 | 26 |
| Jan 2015 | $39M | $39M | $0 | 2 | 26 |
| Mar 2014 | $36M | $36M | $0 | 2 | 26 |
| Feb 2014 | $36M | $36M | $0 | 2 | 26 |
| Mar 2013 | $31.6M | $31.6M | $0 | 1 | 26 |
| Mar 2012 | $28.9M | $28.9M | $0 | 1 | 26 |
| Feb 2012 | $28.9M | $28.9M | $0 | 1 | 26 |
| Jan 2011 | $31.1M | $31.1M | $0 | 5 | -- |
| Dec 2010 | $31.1M | $31.1M | $0 | 5 | -- |
| May 2010 | $30.7M | $30.7M | $0 | 5 | -- |
DateNov 2025
Total AUM$89.3M
Discretionary$89.3M
Non-Disc.$0
Employees3
Clients0
DateMay 2025
Total AUM$89.3M
Discretionary$89.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$89.3M
Discretionary$89.3M
Non-Disc.$0
Employees3
Clients0
DateFeb 2025
Total AUM$89.3M
Discretionary$89.3M
Non-Disc.$0
Employees3
Clients0
DateFeb 2025
Total AUM$89.3M
Discretionary$89.3M
Non-Disc.$0
Employees3
Clients0
DateFeb 2024
Total AUM$78.5M
Discretionary$78.5M
Non-Disc.$0
Employees4
Clients2
DateFeb 2024
Total AUM$78.5M
Discretionary$78.5M
Non-Disc.$0
Employees4
Clients2
DateMar 2023
Total AUM$61.8M
Discretionary$61.8M
Non-Disc.$0
Employees4
Clients3
DateFeb 2023
Total AUM$61.8M
Discretionary$61.8M
Non-Disc.$0
Employees4
Clients3
DateOct 2022
Total AUM$62.4M
Discretionary$62.4M
Non-Disc.$0
Employees2
Clients2
DateFeb 2022
Total AUM$62.4M
Discretionary$62.4M
Non-Disc.$0
Employees2
Clients2
DateFeb 2022
Total AUM$62.4M
Discretionary$62.4M
Non-Disc.$0
Employees2
Clients2
DateMar 2021
Total AUM$51.7M
Discretionary$51.7M
Non-Disc.$0
Employees2
Clients6
DateMar 2021
Total AUM$51.7M
Discretionary$51.7M
Non-Disc.$0
Employees2
Clients6
DateJun 2020
Total AUM$46.5M
Discretionary$46.5M
Non-Disc.$0
Employees2
Clients4
DateMar 2020
Total AUM$46.5M
Discretionary$46.5M
Non-Disc.$0
Employees2
Clients4
DateMar 2019
Total AUM$38.9M
Discretionary$38.9M
Non-Disc.$0
Employees2
Clients2
DateMar 2018
Total AUM$43.6M
Discretionary$43.6M
Non-Disc.$0
Employees2
Clients1
DateJan 2017
Total AUM$38.9M
Discretionary$38.9M
Non-Disc.$0
Employees2
Clients26
DateFeb 2016
Total AUM$38.5M
Discretionary$38.5M
Non-Disc.$0
Employees2
Clients26
DateJan 2015
Total AUM$39M
Discretionary$39M
Non-Disc.$0
Employees2
Clients26
DateMar 2014
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees2
Clients26
DateFeb 2014
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees2
Clients26
DateMar 2013
Total AUM$31.6M
Discretionary$31.6M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$28.9M
Discretionary$28.9M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$28.9M
Discretionary$28.9M
Non-Disc.$0
Employees1
Clients26
DateJan 2011
Total AUM$31.1M
Discretionary$31.1M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$31.1M
Discretionary$31.1M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$30.7M
Discretionary$30.7M
Non-Disc.$0
Employees5
Clients--