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Building 2FINANCIAL MANAGEMENT ASSOCIATES, LLC

Map pinNORTH ANDOVER, MA
Phone978-687-2867
NotebookSEC #801-58102
Total AUM
$82.6M
Employees
5
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
510 TURNPIKE STREET
SUITE 203
NORTH ANDOVER
MA 01845
United States
Operating Hours
9:00 A.M-5:00 P.M.
Monday - Friday
Phone
978-687-2867
Other Offices
1

ReceiptFinancials

Total AUM
$82.6M
Accounts
395
Discretionary
$81.7M
Accounts
393
Non-Discretionary
$859.1K
Accounts
2

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLAMAMENHNYRIVT

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

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