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FINANCIAL DECISIONS, LLC
CRD 107755 · SEC 801-39858
780 THIRD AVENUE, 18TH FLOOR, NEW YORK, NY, 10017, United States
Phone
212-920-3470
Fax
212-920-3488
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$327.7M
Discretionary AUM
$327.7M
Team
8 total employees; 4 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersADVICE ON MATTERS NOT INVOLVING SECURITIES.
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $32.8M |
| High net worth individuals | 120 | $284.1M |
| Pension/profit sharing plans | 10 | $2.5M |
| Charitable organizations | 6 | $1.2M |
States served
CA, MA, NJ, NY, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD