Financial Management Strategies, LLC

Financial Management Strategies, LLC (CRD# 122347) is a financial advisory firm headquartered in Baltimore, MD. They manage $144,328,000 in 35 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1330 Smith Avenue, Suite 7, Baltimore, MD 21209
http://www.fmsadvisors.com
By the Numbers
  • Total Assets Under Management
    144
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $4,123,657
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Financial Management Strategies, LLC
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.

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