Philip G Palumbo
Founder, Chief Executive Officer, Chief Investment Officer, And Managing MemberPalumbo Wealth Management LLCCRD 4158450
About Philip G Palumbo
Philip G Palumbo is listed as Founder, Chief Executive Officer, Chief Investment Officer, And Managing Member at Palumbo Wealth Management LLC in Great Neck, NY. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Palumbo Wealth Management LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Philip G Palumbo work?
Philip G Palumbo is listed as Founder, Chief Executive Officer, Chief Investment Officer, And Managing Member at Palumbo Wealth Management LLC on SEC Form ADV.
How much of Palumbo Wealth Management LLC does Philip G Palumbo own?
Form ADV reports a beneficial ownership band of Over 75%.
Palumbo Wealth Management LLC
| Title | Founder, Chief Executive Officer, Chief Investment Officer, And Managing Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2020 |