FINANCIAL MANAGEMENT STRATEGIES, INC.
SEC Form ADV profile.
Total regulatory AUM
$714,237,309
Discretionary
$585,992,407
Non-discretionary
$128,244,902
Firm details
- CRD number
- 120818
- SEC file number
- 801-66641
- Main office
- BROADVIEW HTS., OH, United States
- Employees
- 23
- SEC status
- Approved
- Website
- HTTP://WWW.FMSTRATEGIES.BIZ
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.