Overview
Assets Under Management: $138 million
Headquarters: WINTER SPRINGS, FL
High-Net-Worth Clients: 46
Average Client Assets: $1.9 million
Frequently Asked Questions
FINANCIAL MANAGEMENT CONCEPTS 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 #118793), FINANCIAL MANAGEMENT CONCEPTS is subject to fiduciary duty under federal law.
FINANCIAL MANAGEMENT CONCEPTS is headquartered in WINTER SPRINGS, FL.
FINANCIAL MANAGEMENT CONCEPTS serves 46 high-net-worth clients according to their SEC filing dated March 07, 2018. View client details ↓
According to their SEC Form ADV, FINANCIAL MANAGEMENT CONCEPTS offers financial planning and portfolio management for individuals. View all service details ↓
FINANCIAL MANAGEMENT CONCEPTS manages $138 million in client assets according to their SEC filing dated March 07, 2018.
According to their SEC Form ADV, FINANCIAL MANAGEMENT CONCEPTS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.18%
Average Client Assets: $1.9 million
Total Client Accounts: 593
Discretionary Accounts: 593
Regulatory Filings
CRD Number: 118793
Filing ID: 1179426
Last Filing Date: 2018-03-07 11:36:00