Financial Management Associates, LLC
Financial Management Associates, LLC (CRD# 109531) is a financial advisory firm headquartered in North Andover, MA. They manage $7,278,365 in 24 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Financial Management Associates, LLC
By the Numbers
-
Total Assets Under Management7MILLION
-
Total Number of Accounts24ACCOUNTS
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Average Account Value$303,265
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MA, NH
Financial Advisors at Financial Management Associates, LLC
1
Alan Kenney (CRD# 2017410) is an Investment Advisor Representative working at Financial Management Associates, LLC in North Andover, MA and has over 31 years of experience in the finance industry.
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