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Building 2FINANCIAL MANAGEMENT STRATEGIES, INC.

Map pinBROADVIEW HTS., OH
Phone216-642-1099
NotebookSEC #801-66641
Total AUM
$714.2M
Employees
23
Clients
1,895

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9200 SOUTH HILLS BLVD.
SUITE 310
BROADVIEW HTS.
OH 44147
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
216-642-1099
Other Offices
7

ReceiptFinancials

Total AUM
$714.2M
Accounts
1,895
Discretionary
$586M
Accounts
1,626
Non-Discretionary
$128.2M
Accounts
269

ContactClients

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Individual Clients
1,264
AUM
$244.8M
HNW Individual Clients
588
AUM
$374.1M
Pension/Profit Sharing Plan Clients
8
AUM
$65.8M
Charitable Organization Clients
6
AUM
$4.5M
Corporation or Business Clients
29
AUM
$25M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZCACOFLGAKYMDMINCNHNVNYOHPASCTXUTVAWAWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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