Susan
Holin
Fuhrman Management Associates, Inc
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About this Advisor
Susan Holin is a certified financial planner based in Fort Washington, Pennsylvania who has 21 years of industry experience. Holin works at Fuhrman Management Associates, Inc. Throughout their career, Holin has worked at Fuhrman Management Associates, Inc and Western International Securities. Holin has a Series 63 license, which qualifies them as a securities representative, and is able to advise clients in New Hampshire, Ohio, Pennsylvania and Texas. Fuhrman Management Associates, Inc is an advisory company based out of Fort Washington, PA. It handles $259 million in assets under management across its 300 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm provides financial advisory services to one charitable organizations. Of its 300 customer accounts, 38% are held by high-net-worth clients who have greater than $1 million in assets. Fuhrman Management Associates, Inc provides a few services, such as financial planning services, portfolio management for individuals and small businesses and other services. A financial advisor's fee schedules typically are based on the financial services. However, fees charged by Fuhrman Management Associates, Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fuhrman Management Associates, Inc Brokerage Details
$258,617,813
5
300
$862,059
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Susan Holin Work History
Susan has been registered as a financial advisor for 21 years.*
Western International Securities
Fuhrman Management Associates, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Susan Holin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fuhrman Management Associates, Inc
Fort Washington, PA
Fort Washington, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
