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FINANCIAL ASSET MANAGEMENT CORP
CRD 106643File 801-27858
APPROVED
Retail clients
Custody
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$436.2M
Below cohort median (national)
Discretionary AUM
$387.6M
Non-discretionary $48.5M
Clients
204
846 accounts
Employees
3
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Aug 22, 1986
- Principal office
- 26 SOUTH GREELEY AVE, CHAPPAQUA, NY, 10514
- Phone
- 914-238-8900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $436.2M
- Discretionary AUM
- $387.6M
- Non-discretionary AUM
- $48.5M
- Discretionary accounts
- 785
- Non-discretionary accounts
- 61
- Total accounts
- 846
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 105 | $382.1M |
| Pension and profit sharing plans | Fewer than 5 | $2.8M |
| Individuals (other than high net worth individuals) | 99 | $51.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.