Overview
Assets Under Management: $136 million
Headquarters: WINDHAM, NH
High-Net-Worth Clients: 141
Average Client Assets: $0.7 million
Frequently Asked Questions
FINANCIAL MANAGEMENT ASSOCIATES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #327502), FINANCIAL MANAGEMENT ASSOCIATES, LLC is subject to fiduciary duty under federal law.
FINANCIAL MANAGEMENT ASSOCIATES, LLC is headquartered in WINDHAM, NH.
FINANCIAL MANAGEMENT ASSOCIATES, LLC serves 141 high-net-worth clients according to their SEC filing dated March 17, 2026. View client details ↓
According to their SEC Form ADV, FINANCIAL MANAGEMENT ASSOCIATES, LLC offers financial planning and portfolio management for individuals. View all service details ↓
FINANCIAL MANAGEMENT ASSOCIATES, LLC manages $136 million in client assets according to their SEC filing dated March 17, 2026.
According to their SEC Form ADV, FINANCIAL MANAGEMENT ASSOCIATES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 141
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.77%
Average Client Assets: $0.7 million
Total Client Accounts: 344
Discretionary Accounts: 341
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 327502
Filing ID: 2063067
Last Filing Date: 2026-03-17 14:49:19