Overview
Assets Under Management: $280 million
High-Net-Worth Clients: 65
Average Client Assets: $4.2 million
Frequently Asked Questions
FINANCIAL MANAGEMENT SERVICES 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 #114937), FINANCIAL MANAGEMENT SERVICES is subject to fiduciary duty under federal law.
FINANCIAL MANAGEMENT SERVICES serves 65 high-net-worth clients according to their SEC filing dated February 22, 2024. View client details ↓
According to their SEC Form ADV, FINANCIAL MANAGEMENT SERVICES offers portfolio management for individuals. View all service details ↓
FINANCIAL MANAGEMENT SERVICES manages $280 million in client assets according to their SEC filing dated February 22, 2024.
According to their SEC Form ADV, FINANCIAL MANAGEMENT SERVICES serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.85%
Average Client Assets: $4.2 million
Total Client Accounts: 319
Discretionary Accounts: 309
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 114937
Filing ID: 1826324
Last Filing Date: 2024-02-22 18:58:00