RIA Intel›Advisers›New York›FOGEL NEALE WEALTH MANAGEMENT, LLC

FOGEL NEALE WEALTH MANAGEMENT, LLC

Advisory

NEW YORK, NY

Data as of Nov 16, 2023 · Source: SEC Form ADV

Rank in NY

#5,418

of 5,722 advisers by AUM

Average account

$60K

across 90 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Nov 16, 2023.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients25

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndJanuary

Operates InNY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

25 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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