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Building 2FINANCIAL MANAGEMENT ASSOCIATES, LLC

Map pinWINDHAM, NH
Phone978-687-2867
NotebookSEC #801-128596
Total AUM
$135.8M
Employees
3
Clients
344

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
55 ENTERPRISE DRIVE
WINDHAM
NH 03087
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
978-687-2867
Other Offices
1

ReceiptFinancials

Total AUM
$135.8M
Accounts
344
Discretionary
$135.3M
Accounts
341
Non-Discretionary
$465.3K
Accounts
3

ContactClients

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Individual Clients
202
AUM
$28.1M
HNW Individual Clients
141
AUM
$104.2M
Charitable Organization Clients
1
AUM
$3.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMANHTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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