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FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC.

Doing business as FMSA. SEC Form ADV profile.

Total regulatory AUM
$216,378,047
Discretionary
$136,418,187
Non-discretionary
$79,959,860

Firm details

CRD number
154136
SEC file number
801-71764
Employees
20
SEC status
Approved
Fee structure
Percentage of AUM Hourly

As of November 2026.