Financial Management Strategies, Inc.

Financial Management Strategies, Inc. (CRD# 120818) is a financial advisory firm headquartered in Broadview Hts., OH. They manage $542,023,117 in 1,666 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
9200 South Hills Blvd., Suite 310, Broadview Hts., OH 44147
http://www.fmstrategies.biz
By the Numbers
  • Total Assets Under Management
    542
    MILLION
  • Total Number of Accounts
    1,666
    ACCOUNTS
  • Average Account Value
    $325,344
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, IN, MI, NC, NH, NV, OH, PA, SC, TX, WA, WV

Financial Advisors at Financial Management Strategies, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Charles Elliott, financial advisor Broadview Hts. OH
Charles B. Elliott
CRD#: 4069269
9200 South Hills Blvd., Suite 310, Broadview Hts., OH 44147

Charles Elliott (CRD# 4069269) is an Investment Advisor Representative working at Financial Management Strategies, Inc. in Broadview Hts., OH and has 1 year of experience in the finance industry.

2
Steven Ingram, financial advisor Canton OH
Steven C. Ingram
CRD#: 1534740
4117 Whipple Ave Nw, Suite B, Canton, OH 44718

Steven Ingram (CRD# 1534740) is an Investment Advisor Representative working at Financial Management Strategies, Inc. in Canton, OH and has over 36 years of experience in the finance industry.

3
Anant Jain, financial advisor Richardson TX
Anant K. Jain
CRD#: 2975188
777 South Central Expwy, Suite #1-r, Richardson, TX 75080

Anant Jain (CRD# 2975188) is an Investment Advisor Representative working at Financial Management Strategies, Inc. in Richardson, TX and has over 26 years of experience in the finance industry.

4
Geoffrey Novack, financial advisor Broadview Hts. OH
Geoffrey F. Novack
CRD#: 1761710
9200 South Hills Blvd., Suite 310, Broadview Hts., OH 44147

Geoffrey Novack (CRD# 1761710) is an Investment Advisor Representative working at Financial Management Strategies, Inc. in Broadview Hts., OH and has over 34 years of experience in the finance industry.

5
James Rogan, financial advisor Zelienople PA
James V. Rogan
CRD#: 1180646
626 West New Castle St., Suite 102, Zelienople, PA 16063

James Rogan (CRD# 1180646) is an Investment Advisor Representative working at Financial Management Strategies, Inc. in Zelienople, PA and has over 37 years of experience in the finance industry.

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.

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