Overview
Assets Under Management: $407 million
Headquarters: HARRISBURG, PA
High-Net-Worth Clients: 87
Average Client Assets: $2.6 million
Frequently Asked Questions
FMA ADVISORY 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 #107529), FMA ADVISORY INC is subject to fiduciary duty under federal law.
FMA ADVISORY INC is headquartered in HARRISBURG, PA.
FMA ADVISORY INC serves 87 high-net-worth clients according to their SEC filing dated April 30, 2018. View client details ↓
According to their SEC Form ADV, FMA ADVISORY INC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
FMA ADVISORY INC manages $407 million in client assets according to their SEC filing dated April 30, 2018.
According to their SEC Form ADV, FMA ADVISORY INC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 87
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.44%
Average Client Assets: $2.6 million
Total Client Accounts: 1,070
Discretionary Accounts: 1,063
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 107529
Filing ID: 1212344
Last Filing Date: 2018-04-30 15:32:00