Insights

Boutique Client Focus Leverage their high-touch, personalized model to upsell enhanced financial planning features, ongoing risk management, and family-office style services tailored to individual client needs.

Security and Compliance Position security and regulatory compliance offerings to support SEC-registered RIA operations, including data governance, secure client portals, oversight-ready reporting, and incident response.

Digital Modernization Offer cloud-native analytics, onboarding automation, and integrated reporting tools to streamline operations, enhance client experience, and scale services within their current AWS-based infrastructure.

Local Partnerships Target local referrals and co-marketing with nearby CPAs, attorneys, and small business service providers to expand reach among individuals, families, and micro-businesses.

Growth Enablement Provide scalable back-office and technology modernization services to support growth, including CRM implementation, performance reporting, and workflow automation aligned with their long-term planning approach.

Similar companies to Financial Asset Management Corporation

Financial Asset Management Corporation Tech Stack

Financial Asset Management Corporation uses 8 technology products and services including Amazon Web Services, cdnjs, Font Awesome, and more. Explore Financial Asset Management Corporation's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • cdnjs
    Content Delivery Network
  • Font Awesome
    Font Scripts
  • UPS
    Logistics
  • reCAPTCHA
    Security
  • X-XSS-Protection
    Security
  • Google Tag Manager
    Tag Management
  • ShareThis
    Widgets

Media & News

Financial Asset Management Corporation's Email Address Formats

Financial Asset Management Corporation uses at least 1 format(s):
Financial Asset Management Corporation Email FormatsExamplePercentage
FLast@famcorporation.comJDoe@famcorporation.com
92%
First.Last@famcorporation.comJohn.Doe@famcorporation.com
8%

Frequently Asked Questions

Where is Financial Asset Management Corporation's headquarters located?

Minus sign iconPlus sign icon
Financial Asset Management Corporation's main headquarters is located at 26 South Greeley Avenue Chappaqua, New York 10514 United States. The company has employees across 1 continents, including North America.

What is Financial Asset Management Corporation's phone number?

Minus sign iconPlus sign icon
You can contact Financial Asset Management Corporation's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Financial Asset Management Corporation's official website and social media links?

Minus sign iconPlus sign icon
Financial Asset Management Corporation's official website is famcorporation.com and has social profiles on LinkedIn.

What is Financial Asset Management Corporation's NAICS code?

Minus sign iconPlus sign icon
Financial Asset Management Corporation's NAICS code is 52 - Finance and Insurance.

How many employees does Financial Asset Management Corporation have currently?

Minus sign iconPlus sign icon
As of May 2026, Financial Asset Management Corporation has approximately 11 employees across 1 continents, including North America. Key team members include Founder & President | Wealth Manager | Certified Financial Planner™ Professional: S. M. K.Principal And Wealth Manager: V. K.Principal & Financial Planner: E. H.. Explore Financial Asset Management Corporation's employee directory with LeadIQ.

What industry does Financial Asset Management Corporation belong to?

Minus sign iconPlus sign icon
Financial Asset Management Corporation operates in the Financial Services industry.

What technology does Financial Asset Management Corporation use?

Minus sign iconPlus sign icon
Financial Asset Management Corporation's tech stack includes Amazon Web ServicescdnjsFont AwesomeUPSreCAPTCHAX-XSS-ProtectionGoogle Tag ManagerShareThis.

What is Financial Asset Management Corporation's email format?

Minus sign iconPlus sign icon
Financial Asset Management Corporation's email format typically follows the pattern of FLast@famcorporation.com. Find more Financial Asset Management Corporation email formats with LeadIQ.

When was Financial Asset Management Corporation founded?

Minus sign iconPlus sign icon
Financial Asset Management Corporation was founded in 1986.

Financial Asset Management Corporation

Financial ServicesNew York, United States11-50 Employees

Financial Asset Management Corporation (FAM) is a private financial services firm based in Chappaqua, New York, established in 1986. As a fee-only Registered Investment Advisor, it emphasizes objective, long-term financial planning for individuals, families, and small businesses, aiming to provide personalized attention by serving a smaller client base. The firm focuses on developing comprehensive strategies that align with clients’ goals, combining financial planning with investment guidance to manage affairs in the clients’ best interests. Positioned in the financial services sector, FAM differentiates itself from larger corporations by offering individualized service and ongoing oversight rather than volume-driven, standardized solutions. The organization’s approach centers on delivering peace of mind through tailored, long-term solutions that address both financial and related personal needs.» } }{ }{ } { } }{ } { } } { } { } } { } } { } } { } } { } } { } } { } } { } } { } } { } } { } } { } } { } } { } } { } } { } } { } } { } } { } } { } } { } } { } } { } } { } } { } } { } } { } }{ } } { } } } { } } { } } { } } { } } } { } } } { } } } { } } } { } } } { } } } { } } } { } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }} } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }}} } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }

Section iconCompany Overview

Headquarters
26 South Greeley Avenue Chappaqua, New York 10514 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1986
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Financial Asset Management Corporation's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Financial Asset Management Corporation's revenue is estimated to be in the range of $10M$25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.