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Building 2FMSA

Map pin
Phone5612892602
NotebookSEC #801-71764
Total AUM
$216.4M
Employees
20
Clients
1,291

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address



Operating Hours
FMSA
Monday - Friday
Phone
5612892602
Other Offices
5

ReceiptFinancials

Total AUM
$216.4M
Accounts
1,784
Discretionary
$136.4M
Accounts
1,429
Non-Discretionary
$80M
Accounts
355

ContactClients

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Individual Clients
1,046
AUM
$41.9M
HNW Individual Clients
218
AUM
$136.1M
Pension/Profit Sharing Plan Clients
27
AUM
$38.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLGAIAKSKYLATX

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

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