Insights

Private Wealth Focus Target high-net-worth individuals and family offices in need of independent, education-driven wealth management with a focus on total return and institutional-quality investment processes.

NYC Presence Leverage the New York City Financial District location to connect with local executives, family offices, and institutions seeking trusted, boutique alternative to large firms.

Tech & Platform Highlight lightweight tech stack and agile service delivery as a differentiator for personalized client service, compliance, and secure data handling.

Growth Readiness Position as a scalable partner for growth-oriented clients, offering tailored wealth management strategies that align with post-crisis education and governance preferences.

Competitive Positioning Differentiate from large advisory firms by emphasizing conflict-free advice, transparent incentives, and focus on total return, targeting clients dissatisfied with traditional advisor models.

Fogel Neale Partners LLC Tech Stack

Fogel Neale Partners LLC uses 1 technology products and services including GoDaddy, and more. Explore Fogel Neale Partners LLC's tech stack below.

GoDaddy
Web Hosting

Fogel Neale Partners LLC's Email Address Formats

Fogel Neale Partners LLC uses at least 1 email format:

Fogel Neale Partners LLC Email Formats	Example	Percentage
FLast@fogelneale.com	JDoe@fogelneale.com	100%

Frequently Asked Questions

What is Fogel Neale Partners LLC's phone number?

You can contact Fogel Neale Partners LLC's main corporate office by phone at

+1-212-949-****

. 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 Fogel Neale Partners LLC's official website and social media links?

Fogel Neale Partners LLC's official website is fogelneale.com and has social profiles on LinkedIn.

How much revenue does Fogel Neale Partners LLC generate?

As of August 2026, Fogel Neale Partners LLC's annual revenue is estimated to be $1M - $10M.

What is Fogel Neale Partners LLC's NAICS code?

Fogel Neale Partners LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Fogel Neale Partners LLC have currently?

As of August 2026, Fogel Neale Partners LLC has approximately 9 employees across 1 continents, including North America. Key team members include Partner: R. F. and Partner: J. S. Explore Fogel Neale Partners LLC's employee directory with LeadIQ.

What industry does Fogel Neale Partners LLC belong to?

Fogel Neale Partners LLC operates in the Financial Services industry.

What technology does Fogel Neale Partners LLC use?

Fogel Neale Partners LLC's tech stack includes GoDaddy.

What is Fogel Neale Partners LLC's email format?

Fogel Neale Partners LLC's email format typically follows the pattern of FLast@fogelneale.com. Find more Fogel Neale Partners LLC email formats with LeadIQ.

Fogel Neale Partners LLC

Q: How many employees does Fogel Neale Partners LLC have currently?

Fogel Neale Partners LLC has approximately 9 employees.

Q: What is Fogel Neale Partners LLC's NAICS code?

Fogel Neale Partners LLC's NAICS code is 52 (Finance and Insurance).

Financial ServicesNew York, United States2-10 Employees

Fogel Neale Partners, LLC operates in the financial services sector as a private wealth management firm serving select individuals, families, and institutions. Based in New York City’s Financial District, the firm positions itself around education, total returns, institutional-quality investment management, and high levels of client service, aiming to address concerns arising from market volatility and conflicts of interest seen in traditional advisor-client relationships.