Be advised. This firm is no longer registered.

Financial Management, Inc.

Financial Management, Inc. (CRD# 117578) is a financial advisory firm headquartered in Yakima, WA. They manage $477,054,200 in 3,374 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
115 N. 50th Ave., Suite B, Yakima, WA 98908
http://www.fmiwealth.net
By the Numbers
  • Total Assets Under Management
    477
    MILLION
  • Total Number of Accounts
    3,374
    ACCOUNTS
  • Average Account Value
    $141,391
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, ID, MI, MT, OR, TX, UT, WA

Financial Advisors at Financial Management, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals