Overview
Assets Under Management: $224 million
Headquarters: LITTLE ROCK, AR
High-Net-Worth Clients: 26
Average Client Assets: $2.5 million
Frequently Asked Questions
FINANCIAL MANAGEMENT, INC. 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 #108350), FINANCIAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
FINANCIAL MANAGEMENT, INC. is headquartered in LITTLE ROCK, AR.
FINANCIAL MANAGEMENT, INC. serves 26 high-net-worth clients according to their SEC filing dated April 24, 2026. View client details ↓
According to their SEC Form ADV, FINANCIAL MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
FINANCIAL MANAGEMENT, INC. manages $224 million in client assets according to their SEC filing dated April 24, 2026.
According to their SEC Form ADV, FINANCIAL MANAGEMENT, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 29.27%
Average Client Assets: $2.5 million
Total Client Accounts: 392
Discretionary Accounts: 385
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 108350
Filing ID: 2095886
Last Filing Date: 2026-04-24 16:39:27