Overview
Assets Under Management: $189 million
High-Net-Worth Clients: 168
Average Client Assets: $682,620
Frequently Asked Questions
FMSA 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 #154136), FMSA is subject to fiduciary duty under federal law.
FMSA serves 168 high-net-worth clients according to their SEC filing dated November 12, 2025. View client details ↓
According to their SEC Form ADV, FMSA offers financial planning and portfolio management for individuals. View all service details ↓
FMSA manages $189 million in client assets according to their SEC filing dated November 12, 2025.
According to their SEC Form ADV, FMSA serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 168
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.63
Average High-Net-Worth Client Assets: $682,620
Total Client Accounts: 862
Discretionary Accounts: 642
Non-Discretionary Accounts: 220
Regulatory Filings
CRD Number: 154136
Filing ID: 2027108
Last Filing Date: 2025-11-12 09:55:57
Website: 5