Palumbo Wealth Management Email Formats
Financial Services • 
Manhasset, New York, United States • 1-10 Employees
Palumbo Wealth Management Email Formats
Palumbo Wealth Management uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@palumbowm.com), used 57.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@palumbowm.com | 57.1% |
{first initial}.{last name} | j.doe@palumbowm.com | 42.9% |
Key Contact at Palumbo Wealth Management
Philip G. Palumbo
Founder, Ceo And Chief Investment Officer
Company overview
| Headquarters | 1010 Northern Blvd, 310, Great Neck, New York 11021, US |
| Phone number | +15169510074 |
| Website | |
| NAICS | 52 |
| Employees | 1-10 |
| Socials |
About Palumbo Wealth Management
Palumbo Wealth Management is a CLIENT-FIRST, private wealth management boutique firm focused on serving the financial needs of a select group of families and individuals as their personal Chief Financial Officer (CFO). With more than 100 years of combined experience, we engage with the best institutions and professionals in the financial services industry to deliver the highest level of service to our clients who are nearing or in their retirement years. The hallmark of Palumbo Wealth Management is Gr At Palumbo Wealth Management, our philosophy is simple: we work hard to first, PROTECT; second, GROW; and third, TRANSFER our clients’ assets based on their wishes. We believe in being direct and to the point, and in keeping it simple. We accomplish this by partnering with the best institutions and professionals in the wealth management industry to deliver strength in all we do and deliver world-class investment services to you, our clients. Palumbo Wealth Management, LLC (“PWM”) is a registered investment advisor. PWM provides investment advisory and related services for clients nationally. PWM will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://palumbowm.com/
Employees by Management Level
Total employees: 1-10
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Employees by Department
Palumbo Wealth Management has 4 employees across 3 departments.
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Number of employees
Funding Data
Palumbo Wealth Management has never raised funding before.
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