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).
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Total Assets Under Management542MILLION
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Total Number of Accounts1,666ACCOUNTS
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Average Account Value$325,344
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AZ, CA, FL, GA, IN, MI, NC, NH, NV, OH, PA, SC, TX, WA, WV
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.
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.
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.
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.
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.