Insights

Boutique RIA FAM is a small, independent Registered Investment Advisor focusing on personalized service for individuals, families, and small businesses, which suggests a potential upsell opportunity for high-net-worth clients seeking tailored financial planning and ongoing advisory relationships.

Long-Term Planning Their emphasis on long-term investment strategies and best-interest counsel indicates potential for cross-sell of risk management, estate planning, retirement planning, and tax-efficient investing services to deepen client loyalty.

Compliance & Trust As a SEC-registered advisor not tied to a large corporation, FAM may value secure, compliant, and transparent technology and service solutions that enhance client trust, presenting an opportunity to offer cybersecurity, data privacy, and audit-ready platforms.

Digital Footprint The tech stack includes AWS, Drupal, Google services, and security headers, signaling receptiveness to modern, scalable tech solutions; sales outreach could highlight integrated client portals, secure document management, and analytics for client insights.

Revenue Range With estimated revenue between $10M and $25M and a lean team, there may be room for cost-effective efficiencies in operations, marketing automation, and client onboarding processes to accelerate growth and improve client experience.

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, Google Hosted Libraries, Drupal, and more. Explore Financial Asset Management Corporation's tech stack below.

  • Cloud Hosting
  • Google Hosted Libraries
    Content Delivery Network
  • Content Management System
  • Lightbox
    Javascript Libraries
  • X-XSS-Protection
    Security
  • Google Tag Manager
    Tag Management
  • Bootstrap
    UI Frameworks

Financial Asset Management Corporation's Email Address Formats

Financial Asset Management Corporation uses at least 2 email formats:
Financial Asset Management Corporation Email FormatsExamplePercentage
FLast@famcorporation.comJDoe@famcorporation.com
92%
First.Last@famcorporation.comJohn.Doe@famcorporation.com
8%

Frequently Asked Questions

What is Financial Asset Management Corporation's phone number?

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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?

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

How much revenue does Financial Asset Management Corporation generate?

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As of August 2026, Financial Asset Management Corporation's annual revenue is estimated to be $10M - $25M.

What is Financial Asset Management Corporation's NAICS code?

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Financial Asset Management Corporation's NAICS code is 52 - Finance and Insurance.

How many employees does Financial Asset Management Corporation have currently?

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As of August 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. and Principal & Financial Planner: E. H. Explore Financial Asset Management Corporation's employee directory with LeadIQ.

What industry does Financial Asset Management Corporation belong to?

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Financial Asset Management Corporation operates in the Financial Services industry.

What technology does Financial Asset Management Corporation use?

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Financial Asset Management Corporation's tech stack includes Amazon Web Services, Google Hosted Libraries, Drupal, Microsoft 365, Lightbox, X-XSS-Protection, Google Tag Manager and Bootstrap.

What is Financial Asset Management Corporation's email format?

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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?

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Financial Asset Management Corporation was founded in 1986.
Financial Asset Management Corporation logo

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

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1986
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

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

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