PALUMBO WEALTH MANAGEMENT LLC of GREAT NECK, NY is an SEC-registered investment adviser (CRD 306548). Regulatory assets under management: $543.4M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Killana P Williams | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Philip G Palumbo | FOUNDER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND MANAGING MEMBER | — |
| WINN CHRISTOPHER EDWARD | MANAGING MEMBER | — |
| WILLIAMS PHILLIP P | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| WILLIAMS KILLANA PATRICE | CHIEF COMPLIANCE OFFICER | — |
| PALUMBO PHILIP G | FOUNDER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND MANAGING MEMBER; MANAGING MEMBER | — |