Fondahn Financial

Overview

Fondahn Financial is a small, independent registered investment adviser organized as a limited liability company and owned by an individual practitioner. The firm serves individual and family clients and provides financial planning and portfolio management for individuals and small businesses. It also lists accounting as a business activity, indicating a blend of financial planning, investment management and accounting or tax-related services. The firm charges fees as a percentage of assets under management and also uses hourly and fixed-fee billing for services. Fondahn Financial does not identify itself as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or related adviser. The adviser is not newly formed; its SEC registration year is not provided in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives