Financial Management Concepts

Financial Management Concepts (CRD# 118793) is a financial advisory firm headquartered in Winter Springs, FL. They manage $121,454,586 in 605 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    121
    MILLION
  • Total Number of Accounts
    605
    ACCOUNTS
  • Average Account Value
    $200,751
Compensation Options
  • A percentage of assets under your management
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Financial Management Concepts
Showing 1 - 2 of 2 top financial advisors.
1
Anthony F. Van Ore
CRD#: 3028693
1700 Town Plaza Court, Winter Springs, FL 32708
96
Wealthminder
score

Anthony Van Ore (CRD# 3028693) is an Investment Advisor Representative working at Financial Management Concepts in Winter Springs, FL and has over 18 years of experience in the finance industry. Anthony Van Ore has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Brian L. Fricke
CRD#: 1587768
850 Concourse Parkway South, Suite 120, Maitland, FL 32751
83
Wealthminder
score

Brian Fricke (CRD# 1587768) is an Investment Advisor Representative working at Financial Management Concepts in Maitland, FL and has over 24 years of experience in the finance industry.

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